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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360M 0.87%
4,937,280
+525,157
27
$356M 0.86%
5,864,216
+1,331,417
28
$338M 0.82%
7,982,380
+5,828,068
29
$334M 0.81%
6,226,329
+6,207,678
30
$332M 0.8%
2,790,072
+428,742
31
$331M 0.8%
5,288,539
-1,542,050
32
$322M 0.78%
8,894,527
+2,294,315
33
$319M 0.77%
3,732,240
+2,624,149
34
$318M 0.77%
7,695,829
+5,639,723
35
$289M 0.7%
2,156,861
+1,538,325
36
$281M 0.68%
1,054,120
+530,154
37
$262M 0.63%
2,853,215
+1,002,320
38
$255M 0.62%
5,320,857
+4,164,461
39
$255M 0.62%
4,767,522
+1,888,003
40
$228M 0.55%
6,390,790
+6,097,351
41
$225M 0.54%
3,151,406
+2,560,678
42
$223M 0.54%
1,364,145
+756,137
43
$223M 0.54%
6,116,264
+4,339,943
44
$221M 0.53%
3,716,916
+472,872
45
$213M 0.52%
1,779,601
+972,517
46
$210M 0.51%
4,307,016
+1,353,238
47
$206M 0.5%
2,569,543
+2,503,561
48
$206M 0.5%
984,949
+239,964
49
$205M 0.49%
1,098,903
-9,849
50
$193M 0.47%
1,694,254
+576,032
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