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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.81M 0.01%
+1,145,393
502
$3.77M 0.01%
+107,200
503
$3.73M 0.01%
43,741
+13,486
504
$3.73M 0.01%
234,140
-1,200
505
$3.71M 0.01%
38,700
-18,200
506
$3.69M 0.01%
47,326
+2,821
507
$3.68M 0.01%
143,300
-15,000
508
$3.65M 0.01%
58,635
509
$3.63M 0.01%
66,136
+350
510
$3.58M 0.01%
145,199
511
$3.58M 0.01%
76,800
+50,800
512
$3.57M 0.01%
393,200
513
$3.48M 0.01%
219,200
514
$3.48M 0.01%
150,750
-6,675
515
$3.43M 0.01%
80,115
-189,989
516
$3.4M 0.01%
67,338
-2,450
517
$3.4M 0.01%
25,286
+9,992
518
$3.38M 0.01%
183,675
519
$3.38M 0.01%
137,462
-3,584
520
$3.32M 0.01%
16,878
-26,909
521
$3.31M 0.01%
57,728
+1,855
522
$3.29M 0.01%
+41,961
523
$3.28M 0.01%
72,842
+14,664
524
$3.25M 0.01%
+25,200
525
$3.24M 0.01%
71,185
19 20
21
22 23