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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.29M 0.01%
290,937
+280,837
527
$3.29M 0.01%
58,663
-38,937
528
$3.28M 0.01%
28,466
+9,729
529
$3.28M 0.01%
81,755
+42,945
530
$3.28M 0.01%
12,386
-55,394
531
$3.25M 0.01%
65,788
-87,191
532
$3.25M 0.01%
69,075
533
$3.23M 0.01%
72,218
-497
534
$3.22M 0.01%
+160,475
535
$3.2M 0.01%
28,649
-33,167
536
$3.19M 0.01%
179,555
-603,356
537
$3.19M 0.01%
37,753
+34,843
538
$3.17M 0.01%
11,935
-40,737
539
$3.16M 0.01%
55,792
+10,609
540
$3.12M 0.01%
150,894
-7,244
541
$3.1M 0.01%
46,348
+4,855
542
$3.07M 0.01%
171,141
-1,417
543
$3.04M 0.01%
585,334
-96,095
544
$3.04M 0.01%
323,938
+313,027
545
$3.03M 0.01%
1,102,367
-3,000
546
$3.01M 0.01%
24,780
-8,255
547
$3.01M 0.01%
128,500
+16,400
548
$2.97M 0.01%
+13,100
549
$2.94M 0.01%
+155,700
550
$2.93M 0.01%
34,010
+21,380
20 21
22
23 24