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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.38M 0.01%
67,805
+24,864
477
$4.33M 0.01%
110,271
+34,173
478
$4.33M 0.01%
57,100
-6,000
479
$4.32M 0.01%
17,554
+9,011
480
$4.3M 0.01%
188,774
-472,301
481
$4.28M 0.01%
57,427
+2,315
482
$4.28M 0.01%
35,980
+17,060
483
$4.28M 0.01%
55,652
-300
484
$4.26M 0.01%
14,325
+5,148
485
$4.24M 0.01%
68,829
-734
486
$4.24M 0.01%
155,642
-900
487
$4.21M 0.01%
74,431
-400
488
$4.2M 0.01%
91,980
+400
489
$4.19M 0.01%
252,345
-224,476
490
$4.09M 0.01%
35,280
+17,000
491
$4.08M 0.01%
77,185
492
$4.04M 0.01%
+155,916
493
$4.02M 0.01%
238,200
+205,100
494
$4M 0.01%
61,213
-11,992
495
$3.96M 0.01%
+17,890
496
$3.96M 0.01%
+189,256
497
$3.86M 0.01%
211,228
+60,850
498
$3.83M 0.01%
87,400
-232
499
$3.83M 0.01%
+31,312
500
$3.82M 0.01%
56,709
+20,548
18 19
20
21 22