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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.3M 0.01%
215,000
+66,800
527
$2.29M 0.01%
20,329
528
$2.27M 0.01%
41,885
-17,424
529
$2.27M 0.01%
100,703
+84,203
530
$2.27M 0.01%
23,844
+11,954
531
$2.27M 0.01%
7,317
+2,519
532
$2.26M 0.01%
29,967
+22,949
533
$2.25M 0.01%
38,010
-2,343
534
$2.25M 0.01%
48,032
+29,068
535
$2.25M 0.01%
+50,080
536
$2.24M 0.01%
366,813
-1,891,530
537
$2.23M 0.01%
107,368
+11,276
538
$2.23M 0.01%
63,342
+47,278
539
$2.23M 0.01%
52,372
-31,989
540
$2.22M 0.01%
34,925
+6,976
541
$2.21M 0.01%
42,870
+11,092
542
$2.2M 0.01%
62,645
+1,025
543
$2.19M 0.01%
43,722
-7,034
544
$2.19M 0.01%
20,021
-344
545
$2.17M 0.01%
12,776
+9,489
546
$2.15M 0.01%
9,486
+2,486
547
$2.13M 0.01%
+29,413
548
$2.12M 0.01%
8,501
+1,011
549
$2.11M 0.01%
18,138
+6,982
550
$2.11M 0.01%
19,971
+2,790
20 21
22
23 24