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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.15M 0.01%
42,497
-13,886
477
$4.09M 0.01%
355,000
-257,201
478
$4.06M 0.01%
978,323
-49,499
479
$4.02M 0.01%
19,796
+967
480
$4M 0.01%
128,902
-5,613
481
$3.99M 0.01%
534,936
+95,456
482
$3.98M 0.01%
208,940
+160,014
483
$3.97M 0.01%
70,875
+5,558
484
$3.95M 0.01%
112,472
+9,849
485
$3.94M 0.01%
42,127
+24,499
486
$3.89M 0.01%
128,530
+63,827
487
$3.87M 0.01%
127,311
+25,172
488
$3.83M 0.01%
104,354
+4,654
489
$3.83M 0.01%
+3,270
490
$3.83M 0.01%
+280,197
491
$3.8M 0.01%
208,767
-49,291
492
$3.79M 0.01%
77,138
+8,865
493
$3.78M 0.01%
46,819
+4,394
494
$3.78M 0.01%
29,286
+2,734
495
$3.77M 0.01%
83,872
-85,940
496
$3.75M 0.01%
152,370
-3,420
497
$3.75M 0.01%
190,500
-67,900
498
$3.74M 0.01%
35,855
-27,245
499
$3.73M 0.01%
15,260
+400
500
$3.69M 0.01%
117,600
-423,521
18 19
20
21 22