Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.2M 0.78%
2,452,791
-430,241
27
$82.5M 0.75%
1,078,533
-54,620
28
$81.1M 0.74%
826,610
+36,632
29
$80.7M 0.73%
1,312,681
-255,737
30
$73.6M 0.67%
1,928,600
-37,100
31
$72.2M 0.66%
954,061
+25,461
32
$68.1M 0.62%
446,983
+13,282
33
$67.6M 0.61%
1,385,172
-10,457
34
$65.1M 0.59%
1,356,399
-35,700
35
$64.6M 0.59%
721,876
-9,049
36
$61.4M 0.56%
2,344,560
+188,070
37
$61.3M 0.56%
1,420,623
+188,623
38
$61.1M 0.55%
683,784
+142,756
39
$58.5M 0.53%
1,208,819
-123,139
40
$58.5M 0.53%
854,234
-219,654
41
$57.4M 0.52%
7,234,024
-4,439,124
42
$56.2M 0.51%
492,980
+68,071
43
$55.7M 0.51%
579,052
+54,672
44
$55M 0.5%
404,315
+20,200
45
$51.7M 0.47%
2,887,812
-82,588
46
$51.2M 0.46%
325,490
+109,402
47
$50.5M 0.46%
508,797
-11,865
48
$50.1M 0.45%
853,789
+179,385
49
$49.1M 0.45%
2,894,652
+545,080
50
$48.2M 0.44%
613,383
+18,042
1
2
3 4 5