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
$71.9B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$276M
3
+$231M
4
TMO icon
Thermo Fisher Scientific
TMO
+$230M
5
AAPL icon
Apple
AAPL
+$191M

Top Sells

1
+$392M
2
+$264M
3
+$248M
4
BDX icon
Becton Dickinson
BDX
+$189M
5
ACN icon
Accenture
ACN
+$146M

Sector Composition

1 Financials 21.61%
2 Technology 20.74%
3 Industrials 12.31%
4 Healthcare 9.9%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.77M 0.01%
148,109
+3,649
502
$6.76M 0.01%
1,454,279
+1,301,496
503
$6.7M 0.01%
59,911
-3,576
504
$6.67M 0.01%
60,400
+23,800
505
$6.6M 0.01%
143,374
-5,867
506
$6.57M 0.01%
67,200
+10,200
507
$6.46M 0.01%
3,374,479
+2,021,880
508
$6.44M 0.01%
89,589
-3,850
509
$6.41M 0.01%
371,491
+38,108
510
$6.35M 0.01%
51,442
-11,949
511
$6.28M 0.01%
45,966
-7,932
512
$6.27M 0.01%
44,881
+2,893
513
$6.26M 0.01%
202,354
-184,495
514
$6.24M 0.01%
92,960
-10,868
515
$6.19M 0.01%
297,098
+95,468
516
$6.14M 0.01%
10,535
-760
517
$6.12M 0.01%
149,193
+133,570
518
$6.12M 0.01%
177,100
+1,476
519
$6.04M 0.01%
55,992
+6,789
520
$6.02M 0.01%
23,614
+268
521
$6.01M 0.01%
517,505
-1,412,201
522
$5.89M 0.01%
603,913
-549,438
523
$5.86M 0.01%
90,026
-1,862
524
$5.74M 0.01%
98,620
+800
525
$5.65M 0.01%
20,511
-14,345
19 20
21
22 23