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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$997K 0.01%
42,200
-162,200
502
$997K 0.01%
17,359
-95,602
503
$995K 0.01%
12,898
+6,506
504
$990K 0.01%
12,000
+2,600
505
$990K 0.01%
63,530
-28,423
506
$989K 0.01%
+38,763
507
$989K 0.01%
4,761
-600
508
$984K 0.01%
6,799
-4,658
509
$980K 0.01%
35,613
-6,309
510
$975K 0.01%
80,154
-120,400
511
$975K 0.01%
27,906
+255
512
$972K 0.01%
36,478
-54,715
513
$969K 0.01%
21,900
+4,700
514
$967K 0.01%
23,668
+1,005
515
$961K 0.01%
94,000
-27,000
516
$947K 0.01%
10,447
-7,235
517
$944K 0.01%
12,870
-14,883
518
$943K 0.01%
18,579
-54
519
$925K 0.01%
14,292
+5,374
520
$918K 0.01%
28,400
+5,000
521
$915K 0.01%
11,100
-9,000
522
$909K 0.01%
+17,228
523
$907K 0.01%
16,000
+1,979
524
$902K 0.01%
31,500
525
$901K 0.01%
193,375
-15,600
19 20
21
22 23