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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.32M 0.01%
+60,120
477
$3.32M 0.01%
48,431
-309,155
478
$3.26M 0.01%
202,238
-78,681
479
$3.21M 0.01%
71,717
+65,798
480
$3.21M 0.01%
+38,200
481
$3.15M 0.01%
25,148
482
$3.14M 0.01%
+75,797
483
$3.06M 0.01%
+24,200
484
$3.03M 0.01%
57,195
+870
485
$3.03M 0.01%
55,865
+2,240
486
$2.96M 0.01%
+987,300
487
$2.96M 0.01%
+58,038
488
$2.89M 0.01%
36,760
489
$2.85M 0.01%
54,119
490
$2.85M 0.01%
+43,745
491
$2.76M 0.01%
65,792
+29,601
492
$2.73M 0.01%
75,485
+34,785
493
$2.71M 0.01%
+68,657
494
$2.71M 0.01%
+13,371
495
$2.7M 0.01%
+87,161
496
$2.7M 0.01%
+23,782
497
$2.7M 0.01%
+1,105,000
498
$2.69M 0.01%
+126,455
499
$2.68M 0.01%
92,050
500
$2.66M 0.01%
+28,013
18 19
20
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