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
$19.7B
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$95.5M
3
+$82.6M
4
SU icon
Suncor Energy
SU
+$77.6M
5
PM icon
Philip Morris
PM
+$53.3M

Top Sells

1
+$198M
2
+$108M
3
+$104M
4
GE icon
GE Aerospace
GE
+$96.9M
5
GME icon
GameStop
GME
+$77.4M

Sector Composition

1 Financials 31.38%
2 Energy 15.3%
3 Industrials 8.03%
4 Healthcare 7.3%
5 Materials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$698K ﹤0.01%
+61,000
552
$697K ﹤0.01%
21,864
-26,400
553
$695K ﹤0.01%
7,673
-9,365
554
$691K ﹤0.01%
625
+260
555
$682K ﹤0.01%
13,360
556
$681K ﹤0.01%
19,205
557
$679K ﹤0.01%
15,900
-5,500
558
$663K ﹤0.01%
79,077
-11,156
559
$658K ﹤0.01%
10,400
560
$657K ﹤0.01%
18,800
561
$649K ﹤0.01%
+42,055
562
$649K ﹤0.01%
10,518
+4,564
563
$646K ﹤0.01%
350,875
564
$639K ﹤0.01%
33,400
-106,300
565
$634K ﹤0.01%
14,700
-14,600
566
$632K ﹤0.01%
+63,000
567
$630K ﹤0.01%
11,905
568
$601K ﹤0.01%
12,800
569
$593K ﹤0.01%
+5,000
570
$550K ﹤0.01%
150,000
-50,000
571
$548K ﹤0.01%
+3,680
572
$533K ﹤0.01%
17,300
-12,500
573
$519K ﹤0.01%
14,505
+985
574
$507K ﹤0.01%
52,160
575
$504K ﹤0.01%
15,241
+2,617
21 22
23
24 25