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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$587M 0.83%
1,154,315
-10,411
27
$576M 0.82%
1,644,002
-80,640
28
$575M 0.82%
6,936,608
-202,800
29
$569M 0.81%
3,583,903
+242,799
30
$563M 0.8%
3,263,471
-350,616
31
$561M 0.8%
3,383,687
+278,081
32
$538M 0.77%
11,118,077
-714,104
33
$533M 0.76%
1,336,295
-162,458
34
$533M 0.76%
13,316,934
-613,913
35
$524M 0.74%
2,499,736
+62,437
36
$520M 0.74%
1,396,109
-20,885
37
$487M 0.69%
888,682
-161,609
38
$484M 0.69%
1,585,704
+890,440
39
$475M 0.68%
4,755,285
+41,631
40
$474M 0.67%
33,018,909
-16,213,784
41
$467M 0.66%
4,722,900
+9,600
42
$431M 0.61%
926,131
-133,877
43
$408M 0.58%
6,820,721
-519,073
44
$398M 0.57%
908,732
-103,534
45
$394M 0.56%
16,042,746
-99,645
46
$391M 0.56%
785,388
-118,550
47
$390M 0.55%
7,855,609
+54,918
48
$389M 0.55%
3,864,448
-1,083,341
49
$380M 0.54%
2,267,976
-427,718
50
$371M 0.53%
6,597,947
-237,848
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