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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$349M 0.89%
4,325,826
+2,182,364
27
$340M 0.87%
1,456,834
+287,204
28
$338M 0.86%
3,101,042
+1,730,763
29
$337M 0.86%
10,558,575
-2,399,578
30
$327M 0.83%
8,922,550
-2,120,230
31
$316M 0.81%
7,770,978
+623,180
32
$307M 0.78%
995,005
-352,564
33
$303M 0.77%
+12,507,290
34
$302M 0.77%
4,506,892
-686,018
35
$286M 0.73%
5,166,267
-16,460
36
$275M 0.7%
7,959,472
-495,883
37
$272M 0.69%
2,557,963
-25,182
38
$258M 0.66%
7,865,888
-3,579,865
39
$256M 0.65%
+5,850,007
40
$250M 0.64%
1,198,604
+52,890
41
$238M 0.61%
5,940,851
-1,331,939
42
$237M 0.6%
1,891,177
+745,587
43
$235M 0.6%
1,067,045
+177,455
44
$235M 0.6%
4,676,740
-4,794,566
45
$217M 0.55%
1,638,614
+157,339
46
$213M 0.54%
1,568,571
+582,606
47
$207M 0.53%
3,091,760
+8,730
48
$202M 0.52%
+3,722,233
49
$201M 0.51%
11,379,355
+2,495,091
50
$193M 0.49%
1,181,533
+253,856
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