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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.78M 0.01%
+57,151
527
$1.77M 0.01%
61,620
-55,619
528
$1.76M 0.01%
102,200
+90,905
529
$1.76M 0.01%
10,600
-1,119,866
530
$1.75M 0.01%
+81,284
531
$1.73M 0.01%
635,853
-435,111
532
$1.72M 0.01%
69,696
-14,916
533
$1.72M 0.01%
+33,541
534
$1.72M 0.01%
18,547
-946
535
$1.7M 0.01%
11,517
-9,662
536
$1.69M 0.01%
290,711
-500
537
$1.68M 0.01%
18,344
-9,571
538
$1.66M 0.01%
27,949
+18,032
539
$1.65M 0.01%
16,000
+400
540
$1.65M 0.01%
96,092
-21,176
541
$1.64M 0.01%
35,201
+1,575
542
$1.63M 0.01%
254,500
-100
543
$1.62M 0.01%
+221,846
544
$1.62M 0.01%
251,471
+235,059
545
$1.62M 0.01%
123,823
+90,383
546
$1.62M 0.01%
84,429
-5,187
547
$1.6M 0.01%
21,420
+6,010
548
$1.6M 0.01%
130,200
-263,000
549
$1.6M 0.01%
+114,731
550
$1.6M 0.01%
85,289
+218
20 21
22
23 24