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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$479K ﹤0.01%
3,420
-6,260
502
$471K ﹤0.01%
6,281
-2,959
503
$468K ﹤0.01%
10,648
504
$466K ﹤0.01%
39,472
+12,935
505
$463K ﹤0.01%
45,489
506
$462K ﹤0.01%
959
+132
507
$460K ﹤0.01%
2,930
508
$454K ﹤0.01%
33,174
+11,006
509
$449K ﹤0.01%
7,755
-22,799
510
$449K ﹤0.01%
5,695
+1,156
511
$448K ﹤0.01%
2,008
-5,314
512
$448K ﹤0.01%
33,065
-50,186
513
$444K ﹤0.01%
25,760
514
$438K ﹤0.01%
6,839
+91
515
$437K ﹤0.01%
1,488
-1,668
516
$434K ﹤0.01%
7,715
-14,757
517
$429K ﹤0.01%
30,033
518
$408K ﹤0.01%
10,592
-20,946
519
$404K ﹤0.01%
4,848
-1,842
520
$400K ﹤0.01%
4,259
-7,706
521
$400K ﹤0.01%
36,899
-149,370
522
$399K ﹤0.01%
11,151
+173
523
$396K ﹤0.01%
17,601
-16,816
524
$394K ﹤0.01%
11,772
-126,012
525
$391K ﹤0.01%
12,509
19 20
21
22 23