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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.09M 0.01%
1,137,147
-1,667,053
477
$9.07M 0.01%
112,837
-2,343
478
$8.98M 0.01%
247,100
+2,950
479
$8.89M 0.01%
226,078
+8,054
480
$8.87M 0.01%
52,926
+7,740
481
$8.8M 0.01%
370,763
+8,315
482
$8.75M 0.01%
432,798
-91,882
483
$8.73M 0.01%
112,814
-1,438
484
$8.7M 0.01%
446,195
+188,083
485
$8.66M 0.01%
142,255
+2,201
486
$8.66M 0.01%
211,200
+56,244
487
$8.57M 0.01%
171,430
-379,491
488
$8.48M 0.01%
197,197
+156,914
489
$8.47M 0.01%
391,979
-320,746
490
$8.41M 0.01%
159,891
-101,462
491
$8.34M 0.01%
1,740
-105
492
$8.26M 0.01%
75,318
+8,804
493
$8.25M 0.01%
501,105
+29,805
494
$8.13M 0.01%
687,030
-31,568
495
$7.91M 0.01%
321,519
-34,925
496
$7.88M 0.01%
24,200
+8,886
497
$7.69M 0.01%
122,995
+70,801
498
$7.65M 0.01%
152,102
-24,659
499
$7.6M 0.01%
29,000
+1,260
500
$7.53M 0.01%
34,249
+10,508
18 19
20
21 22