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
$65.4B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,682
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$176M
3
+$165M
4
TMO icon
Thermo Fisher Scientific
TMO
+$145M
5
BMO icon
Bank of Montreal
BMO
+$106M

Top Sells

1
+$372M
2
+$203M
3
+$154M
4
URI icon
United Rentals
URI
+$151M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$144M

Sector Composition

1 Financials 20.6%
2 Technology 19.21%
3 Industrials 12.87%
4 Healthcare 9.85%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.74M 0.01%
58,144
-719
527
$5.74M 0.01%
76,822
-40,011
528
$5.71M 0.01%
30,096
+4,299
529
$5.63M 0.01%
171,600
-3,900
530
$5.63M 0.01%
144,532
+125,070
531
$5.6M 0.01%
91,164
-6,859
532
$5.57M 0.01%
171,998
+73,773
533
$5.47M 0.01%
377,029
-46,978
534
$5.47M 0.01%
987,171
-713,484
535
$5.39M 0.01%
76,730
-7,703
536
$5.38M 0.01%
143,200
+25,195
537
$5.34M 0.01%
15,625
+11,215
538
$5.28M 0.01%
61,784
+8,080
539
$5.25M 0.01%
56,638
-627
540
$5.24M 0.01%
164,417
+61,191
541
$5.2M 0.01%
90,788
-5,901
542
$5.09M 0.01%
127,368
-24,364
543
$5.08M 0.01%
88,873
+84,224
544
$5.07M 0.01%
332,951
-9,681
545
$5.07M 0.01%
67,334
-1,287
546
$5.06M 0.01%
108,830
-4,312
547
$5.06M 0.01%
31,927
-39,935
548
$5.06M 0.01%
111,764
+31,837
549
$4.99M 0.01%
29,679
+3,712
550
$4.94M 0.01%
62,110
+3,755
20 21
22
23 24