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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$617K ﹤0.01%
15,466
-14,289
477
$614K ﹤0.01%
37,505
+5,197
478
$611K ﹤0.01%
12,751
+137
479
$607K ﹤0.01%
69,564
+2,781
480
$600K ﹤0.01%
14,080
481
$593K ﹤0.01%
74,071
482
$589K ﹤0.01%
+16,104
483
$581K ﹤0.01%
67,842
-31,314
484
$579K ﹤0.01%
6,340
-10,579
485
$579K ﹤0.01%
4,736
+791
486
$578K ﹤0.01%
16,200
487
$574K ﹤0.01%
12,961
+83
488
$559K ﹤0.01%
14,324
+2,908
489
$525K ﹤0.01%
6,596
-81,135
490
$520K ﹤0.01%
4,044
-145,802
491
$520K ﹤0.01%
4,819
-1,918
492
$518K ﹤0.01%
5,834
+60
493
$505K ﹤0.01%
25,429
-2,600
494
$505K ﹤0.01%
+33,146
495
$503K ﹤0.01%
+16,241
496
$497K ﹤0.01%
+512
497
$490K ﹤0.01%
19,100
-124,700
498
$488K ﹤0.01%
38,621
+999
499
$485K ﹤0.01%
21,865
+1,852
500
$481K ﹤0.01%
11,563
+5,000
18 19
20
21 22