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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.24M 0.01%
77,181
527
$3.21M 0.01%
94,395
528
$3.21M 0.01%
15,482
+419
529
$3.18M 0.01%
31,809
-27,390
530
$3.18M 0.01%
921,500
531
$3.14M 0.01%
198,200
532
$3.11M 0.01%
27,497
-430
533
$3.1M 0.01%
47,183
+43,965
534
$3.08M 0.01%
229,666
-176,247
535
$3.06M 0.01%
+615,885
536
$3.06M 0.01%
27,435
+902
537
$3.01M 0.01%
+66,775
538
$2.99M 0.01%
+216,500
539
$2.98M 0.01%
+148,800
540
$2.9M 0.01%
155,450
541
$2.89M 0.01%
38,065
+26,965
542
$2.88M 0.01%
77,082
+60,490
543
$2.88M 0.01%
21,656
+272
544
$2.88M 0.01%
495,468
+300,804
545
$2.83M 0.01%
99,230
+7,154
546
$2.81M 0.01%
32,658
-33,851
547
$2.81M 0.01%
64,309
+6,995
548
$2.79M 0.01%
63,584
+1,787
549
$2.79M 0.01%
+98,320
550
$2.79M 0.01%
130,140
+641
20 21
22
23 24