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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.65M 0.01%
+27,827
502
$2.61M 0.01%
167,500
+82,500
503
$2.59M 0.01%
448,450
+124,550
504
$2.53M 0.01%
+181,439
505
$2.5M 0.01%
+51,644
506
$2.48M 0.01%
+18,929
507
$2.48M 0.01%
49,685
+18,125
508
$2.47M 0.01%
130,099
-1,921
509
$2.45M 0.01%
37,379
+839
510
$2.44M 0.01%
200,151
-123,088
511
$2.44M 0.01%
+23,544
512
$2.43M 0.01%
168,687
-2,346
513
$2.43M 0.01%
80,535
-125
514
$2.38M 0.01%
+17,361
515
$2.38M 0.01%
11,930
+6,430
516
$2.31M 0.01%
+46,132
517
$2.31M 0.01%
104,121
+10,205
518
$2.28M 0.01%
393,904
519
$2.25M 0.01%
1,288,000
520
$2.21M 0.01%
+37,700
521
$2.2M 0.01%
+115,606
522
$2.13M 0.01%
32,643
+24,922
523
$2.08M 0.01%
132,592
-50,000
524
$2.08M 0.01%
110,462
525
$2.06M 0.01%
111,850
+9,530
19 20
21
22 23