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
$71.9B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$276M
3
+$231M
4
TMO icon
Thermo Fisher Scientific
TMO
+$230M
5
AAPL icon
Apple
AAPL
+$191M

Top Sells

1
+$392M
2
+$264M
3
+$248M
4
BDX icon
Becton Dickinson
BDX
+$189M
5
ACN icon
Accenture
ACN
+$146M

Sector Composition

1 Financials 21.61%
2 Technology 20.74%
3 Industrials 12.31%
4 Healthcare 9.9%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$622M 0.87%
13,166,835
-356,471
27
$616M 0.86%
1,291,935
+11,266
28
$608M 0.85%
3,567,497
+6,427
29
$597M 0.83%
2,829,143
-40,906
30
$593M 0.83%
7,405,850
+1,090,822
31
$571M 0.79%
997,853
+26,356
32
$570M 0.79%
922,056
+371,197
33
$563M 0.78%
4,895,906
-268,055
34
$558M 0.78%
1,613,421
-304,780
35
$543M 0.76%
3,349,395
-91,940
36
$519M 0.72%
12,599,553
+1,215,167
37
$508M 0.71%
13,770,814
-1,197,077
38
$489M 0.68%
1,779,933
-1,424,311
39
$476M 0.66%
25,376,276
-2,331,631
40
$461M 0.64%
1,185,768
+100,300
41
$460M 0.64%
2,328,253
+20,890
42
$447M 0.62%
993,793
+50,826
43
$437M 0.61%
4,312,500
+561,500
44
$434M 0.6%
2,549,305
-171,168
45
$433M 0.6%
2,512,220
-647,780
46
$433M 0.6%
1,197,543
+846,976
47
$417M 0.58%
822,901
+38,080
48
$411M 0.57%
831,494
+559,016
49
$399M 0.56%
9,922,426
-640,628
50
$397M 0.55%
8,253,523
-5,150,781
1
2
3 4 5