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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$897K 0.01%
15,486
-20,640
527
$896K 0.01%
32,683
+1,599
528
$890K 0.01%
138,200
+36,900
529
$889K 0.01%
8,000
-6,402
530
$888K 0.01%
47,682
+3,010
531
$887K 0.01%
+31,454
532
$883K 0.01%
+8,000
533
$883K 0.01%
6,800
-19
534
$881K 0.01%
68,100
+4,000
535
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+6,127
536
$877K 0.01%
12,206
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537
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538
$874K 0.01%
18,961
-23
539
$871K 0.01%
+29,990
540
$869K 0.01%
16,944
+4,170
541
$864K 0.01%
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542
$864K 0.01%
20,937
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543
$862K 0.01%
13,300
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544
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545
$852K 0.01%
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546
$848K 0.01%
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547
$846K 0.01%
26,492
+3,492
548
$844K 0.01%
48,200
-169,700
549
$844K 0.01%
88,800
-116,500
550
$837K 0.01%
4,575
+980
20 21
22
23 24