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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.63M 0.01%
144,167
-38,192
527
$6.52M 0.01%
37,765
+22,194
528
$6.42M 0.01%
50,506
-94,923
529
$6.39M 0.01%
46,684
+12,838
530
$6.38M 0.01%
+126,698
531
$6.3M 0.01%
83,929
+22,139
532
$6.29M 0.01%
152,848
+32,313
533
$6.28M 0.01%
78,209
+5,183
534
$6.22M 0.01%
23,519
+524
535
$6.18M 0.01%
52,614
+23,118
536
$6.17M 0.01%
186,113
-5,489
537
$6.17M 0.01%
34,985
-10,191
538
$6.15M 0.01%
+63,066
539
$6.15M 0.01%
16,776
+2,818
540
$6.06M 0.01%
45,074
-101,006
541
$6.01M 0.01%
22,665
-7,834
542
$6M 0.01%
54,000
+6,300
543
$5.97M 0.01%
+154,205
544
$5.95M 0.01%
64,688
+35,560
545
$5.92M 0.01%
37,553
-204,770
546
$5.91M 0.01%
52,876
-7,763
547
$5.88M 0.01%
95,436
+32,081
548
$5.83M 0.01%
31,452
-8,597
549
$5.81M 0.01%
+606,551
550
$5.8M 0.01%
36,296
-3,970
20 21
22
23 24