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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.59M 0.01%
15,251
+669
502
$2.58M 0.01%
121,397
+50,684
503
$2.57M 0.01%
61,425
+2,527
504
$2.56M 0.01%
70,604
-19,716
505
$2.55M 0.01%
13,104
+8,094
506
$2.54M 0.01%
32,108
+23,631
507
$2.52M 0.01%
17,038
+13,394
508
$2.52M 0.01%
45,163
+33,262
509
$2.5M 0.01%
6,755
+4,794
510
$2.47M 0.01%
55,585
-8,646
511
$2.46M 0.01%
32,409
+23,486
512
$2.43M 0.01%
27,952
+508
513
$2.42M 0.01%
85,168
+7,949
514
$2.42M 0.01%
80,000
515
$2.41M 0.01%
13,801
-25,921
516
$2.41M 0.01%
13,157
+816
517
$2.39M 0.01%
+5,725
518
$2.37M 0.01%
+14,769
519
$2.36M 0.01%
64,258
+20,932
520
$2.36M 0.01%
45,243
-32,731
521
$2.36M 0.01%
73,939
+4,243
522
$2.36M 0.01%
40,067
-8,834
523
$2.35M 0.01%
11,924
+8,458
524
$2.33M 0.01%
365,000
-13,500
525
$2.32M 0.01%
20,647
+15,307
19 20
21
22 23