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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.68M 0.01%
42,511
-145,435
502
$3.66M 0.01%
35,339
+32,989
503
$3.65M 0.01%
+171,633
504
$3.65M 0.01%
37,680
+20,799
505
$3.64M 0.01%
41,535
-1,171
506
$3.62M 0.01%
158,132
-47,948
507
$3.61M 0.01%
39,830
-43,373
508
$3.61M 0.01%
118,895
-24,720
509
$3.61M 0.01%
21,075
-41,479
510
$3.59M 0.01%
108,318
-986
511
$3.57M 0.01%
57,500
-26,750
512
$3.56M 0.01%
69,947
+41,200
513
$3.56M 0.01%
104,885
-633
514
$3.55M 0.01%
27,788
-54,854
515
$3.53M 0.01%
64,027
-275,277
516
$3.5M 0.01%
304,166
+75,400
517
$3.49M 0.01%
1,386,154
-5,350,892
518
$3.45M 0.01%
249,762
+102,205
519
$3.45M 0.01%
+75,600
520
$3.44M 0.01%
+37,550
521
$3.44M 0.01%
34,055
-47,151
522
$3.44M 0.01%
108,761
+12,497
523
$3.37M 0.01%
921,500
524
$3.37M 0.01%
11,462
-4,516
525
$3.29M 0.01%
+65,915
19 20
21
22 23