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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$390K ﹤0.01%
1,824
-55,752
527
$389K ﹤0.01%
9,713
528
$389K ﹤0.01%
6,336
+1,388
529
$384K ﹤0.01%
27,400
-110,800
530
$382K ﹤0.01%
3,053
-827
531
$378K ﹤0.01%
14,050
532
$378K ﹤0.01%
5,706
-3,385
533
$376K ﹤0.01%
458
-1,360
534
$371K ﹤0.01%
4,590
-13,787
535
$368K ﹤0.01%
2,204
-45,498
536
$367K ﹤0.01%
2,780
537
$367K ﹤0.01%
7,480
538
$364K ﹤0.01%
4,733
+79
539
$364K ﹤0.01%
7,820
-3,587
540
$362K ﹤0.01%
12,297
-47,703
541
$361K ﹤0.01%
14,128
542
$357K ﹤0.01%
4,554
543
$355K ﹤0.01%
7,125
-5,122
544
$354K ﹤0.01%
8,178
545
$351K ﹤0.01%
+20,167
546
$351K ﹤0.01%
12,238
-59
547
$350K ﹤0.01%
11,020
-97,506
548
$350K ﹤0.01%
4,559
+81
549
$349K ﹤0.01%
5,463
550
$345K ﹤0.01%
2,245
+245
20 21
22
23 24