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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$176M
3
+$165M
4
TMO icon
Thermo Fisher Scientific
TMO
+$145M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$372M
2
+$203M
3
+$154M
4
URI icon
United Rentals
URI
+$151M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$144M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$630M 0.96%
3,775,813
+54,205
27
$621M 0.94%
2,608,446
+375,657
28
$614M 0.93%
6,337,278
-588,610
29
$602M 0.91%
3,682,461
+223,044
30
$600M 0.91%
31,721,712
+505,891
31
$586M 0.89%
4,500,321
-162,220
32
$568M 0.86%
5,384,088
+463,776
33
$512M 0.78%
1,352,683
+85,582
34
$495M 0.75%
16,872,199
-1,920,431
35
$477M 0.72%
9,546,394
-69,855
36
$469M 0.71%
1,080,064
+76,639
37
$457M 0.69%
1,151,498
+442,956
38
$437M 0.66%
10,399,790
-68,194
39
$423M 0.64%
2,883,379
+24,379
40
$394M 0.6%
8,642,617
-180,184
41
$374M 0.57%
2,619,222
-456,790
42
$366M 0.56%
4,178,830
+295,010
43
$366M 0.56%
1,241,275
+146,498
44
$360M 0.55%
11,436,427
+160,750
45
$340M 0.52%
629,174
+35,474
46
$340M 0.52%
8,177,549
+858,348
47
$339M 0.51%
1,158,072
+147,824
48
$334M 0.51%
1,798,621
+147,939
49
$315M 0.48%
7,320,924
+1,466,574
50
$312M 0.47%
652,736
-37,512
1
2
3 4 5