Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.59M 0.01%
128,993
-34,158
452
$3.54M 0.01%
123,454
-60,717
453
$3.53M 0.01%
+92,545
454
$3.45M 0.01%
41,383
-1,394
455
$3.41M 0.01%
50,749
+11,783
456
$3.41M 0.01%
25,505
+97
457
$3.37M 0.01%
55,777
-83,811
458
$3.33M 0.01%
46,320
-104,055
459
$3.32M 0.01%
+51,741
460
$3.31M 0.01%
+69,500
461
$3.31M 0.01%
35,408
-80,510
462
$3.3M 0.01%
33,997
+21,236
463
$3.24M 0.01%
251,186
+4,314
464
$3.21M 0.01%
35,744
+22,496
465
$3.18M 0.01%
48,391
-7,915
466
$3.14M 0.01%
119,691
-10,767
467
$3.1M 0.01%
112,428
+92,755
468
$3.08M 0.01%
58,517
+15,080
469
$3.05M 0.01%
210,441
+185,038
470
$3.05M 0.01%
16,143
+8,786
471
$3.02M 0.01%
12,495
+5,884
472
$3M 0.01%
61,054
+18,966
473
$2.96M 0.01%
2,624
-674
474
$2.96M 0.01%
172,303
+95,773
475
$2.91M 0.01%
191,600
-41,000
17 18
19
20 21