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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.12M 0.01%
39,789
-112
477
$1.12M 0.01%
116,800
+1,800
478
$1.12M 0.01%
+44,949
479
$1.11M 0.01%
28,469
+7,435
480
$1.1M 0.01%
10,776
481
$1.09M 0.01%
+239,600
482
$1.09M 0.01%
+385,000
483
$1.08M 0.01%
28,361
+4,340
484
$1.07M 0.01%
21,037
+3,190
485
$1.07M 0.01%
52,963
+21,692
486
$1.07M 0.01%
107,300
+1,600
487
$1.07M 0.01%
141
488
$1.06M 0.01%
13,819
-23,632
489
$1.06M 0.01%
28,738
-13,214
490
$1.04M 0.01%
9,418
+1,795
491
$1.04M 0.01%
+165,008
492
$1.04M 0.01%
19,016
-5,639
493
$1.03M 0.01%
34,960
-2,876
494
$1.03M 0.01%
82,988
-57
495
$1.03M 0.01%
25,044
-18,866
496
$1.02M 0.01%
53,508
-9,482
497
$1.02M 0.01%
+16,925
498
$1.01M 0.01%
+6,193
499
$1.01M 0.01%
106,996
+18,696
500
$1M 0.01%
60,090
+6,194
18 19
20
21 22