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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.06M 0.01%
40,000
+7,000
527
$2.05M ﹤0.01%
+34,316
528
$2M ﹤0.01%
29,626
+913
529
$2M ﹤0.01%
+51,500
530
$1.99M ﹤0.01%
+77,482
531
$1.99M ﹤0.01%
98,367
-57,323
532
$1.97M ﹤0.01%
21,169
+5,715
533
$1.97M ﹤0.01%
15,848
+10,561
534
$1.96M ﹤0.01%
16,734
535
$1.92M ﹤0.01%
+48,400
536
$1.91M ﹤0.01%
64,062
+19,091
537
$1.91M ﹤0.01%
40,050
+1,412
538
$1.91M ﹤0.01%
41,450
+12,353
539
$1.9M ﹤0.01%
50,000
540
$1.89M ﹤0.01%
83,467
541
$1.89M ﹤0.01%
27,649
+18,084
542
$1.85M ﹤0.01%
+63,572
543
$1.85M ﹤0.01%
16,075
-524
544
$1.84M ﹤0.01%
2,322,500
+2,268,000
545
$1.77M ﹤0.01%
+10,800
546
$1.75M ﹤0.01%
91,450
+43,140
547
$1.74M ﹤0.01%
+2,045
548
$1.73M ﹤0.01%
370,066
-5,708
549
$1.69M ﹤0.01%
+11,423
550
$1.68M ﹤0.01%
+15,600
20 21
22
23 24