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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10.9M 0.02%
+728,300
452
$10.7M 0.02%
78,552
+3,380
453
$10.7M 0.02%
165,020
+146,070
454
$10.6M 0.02%
+219,200
455
$10.5M 0.01%
115,338
-98,972
456
$10.4M 0.01%
66,675
+15,134
457
$10.3M 0.01%
186,676
+23,300
458
$10.2M 0.01%
+233,126
459
$10.2M 0.01%
148,712
+619
460
$10.1M 0.01%
+1,279,300
461
$9.95M 0.01%
98,752
-6,721
462
$9.92M 0.01%
188,852
+31,588
463
$9.76M 0.01%
221,708
+4,801
464
$9.66M 0.01%
65,878
+13,671
465
$9.58M 0.01%
79,845
+11,913
466
$9.49M 0.01%
105,781
+15,101
467
$9.43M 0.01%
116,458
+7,768
468
$9.3M 0.01%
32,281
+7,560
469
$9.29M 0.01%
121,624
+6,247
470
$9.28M 0.01%
92,220
-6,552
471
$9.27M 0.01%
20,217
+9,073
472
$9.22M 0.01%
196,262
+12,402
473
$9.17M 0.01%
63,131
+23,050
474
$9.13M 0.01%
255,995
+4,577
475
$9.1M 0.01%
155,750
+26,160
17 18
19
20 21