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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$94.9M
3 +$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1 +$661M
2 +$611M
3 +$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5.66M 0.01%
140,618
-22,856
502
$5.65M 0.01%
51,798
+47,112
503
$5.62M 0.01%
1,727,788
+106,141
504
$5.59M 0.01%
+267,690
505
$5.49M 0.01%
13,445
+1,172
506
$5.48M 0.01%
52,393
+1,533
507
$5.39M 0.01%
51,385
-60,851
508
$5.39M 0.01%
478,675
-221,176
509
$5.3M 0.01%
24,444
+1,478
510
$5.24M 0.01%
73,600
-4,500
511
$5.19M 0.01%
1,003,604
-598,780
512
$5.11M 0.01%
1,440,573
-154,398
513
$5.1M 0.01%
215,486
+2,098
514
$5.09M 0.01%
104,104
-23,989
515
$4.95M 0.01%
34,035
+2,911
516
$4.95M 0.01%
132,415
-580
517
$4.93M 0.01%
142,855
+2,369
518
$4.92M 0.01%
15,021
-2,253
519
$4.92M 0.01%
52,971
+4,819
520
$4.88M 0.01%
42,960
+11,766
521
$4.86M 0.01%
57,911
-46,409
522
$4.84M 0.01%
266,135
+39,471
523
$4.78M 0.01%
346,828
-18,751
524
$4.77M 0.01%
302,411
+12,997
525
$4.77M 0.01%
165,270
-133,500