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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$158M 0.99%
4,210,975
+2,628,400
27
$154M 0.96%
5,033,565
+1,753,650
28
$151M 0.94%
1,389,372
-197,129
29
$147M 0.92%
4,786,107
-132,190
30
$144M 0.9%
8,728,288
-657,102
31
$142M 0.88%
5,096,999
-1,352,570
32
$140M 0.87%
2,946,237
-348,227
33
$135M 0.84%
8,598,106
-3,836,324
34
$131M 0.82%
8,095,756
+1,048,368
35
$126M 0.79%
1,702,479
-249,071
36
$125M 0.78%
2,948,435
-1,334,058
37
$120M 0.75%
785,517
-42,572
38
$119M 0.74%
3,067,110
-1,852,670
39
$116M 0.72%
3,805,523
-271,872
40
$113M 0.71%
6,928,092
+500,235
41
$110M 0.69%
748,277
-325,638
42
$108M 0.67%
8,166,607
+1,097,046
43
$106M 0.66%
+3,306,759
44
$106M 0.66%
5,956,013
-385,746
45
$100M 0.63%
3,082,278
-622,865
46
$99.6M 0.62%
655,998
+297,013
47
$99.6M 0.62%
1,166,585
+402,424
48
$97.4M 0.61%
5,402,340
-1,022,087
49
$96.9M 0.61%
5,868,103
+698,595
50
$95.4M 0.6%
591,284
+59,008
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2
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