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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.89M 0.01%
61,960
+46,510
477
$2.88M 0.01%
38,478
+34,215
478
$2.86M 0.01%
27,475
+9,539
479
$2.85M 0.01%
1,080,635
-149,265
480
$2.85M 0.01%
49,474
-1,153
481
$2.84M 0.01%
143,333
+58,044
482
$2.81M 0.01%
110,259
+16,675
483
$2.8M 0.01%
49,196
+21,543
484
$2.8M 0.01%
14,733
+2,487
485
$2.79M 0.01%
74,633
-29,440
486
$2.78M 0.01%
31,908
+26,796
487
$2.77M 0.01%
181,064
+110,258
488
$2.77M 0.01%
+14,497
489
$2.75M 0.01%
39,138
+8,454
490
$2.74M 0.01%
246,615
+207,756
491
$2.74M 0.01%
8,299
+3,467
492
$2.73M 0.01%
149,694
-43,481
493
$2.7M 0.01%
271,200
-87,550
494
$2.69M 0.01%
7,467
+1,686
495
$2.67M 0.01%
+269,535
496
$2.67M 0.01%
43,033
-5,157
497
$2.66M 0.01%
33,544
-473
498
$2.63M 0.01%
18,505
+12,192
499
$2.62M 0.01%
12,684
+1,379
500
$2.61M 0.01%
117,702
-319,048
18 19
20
21 22