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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$837K 0.01%
22,524
+1,600
552
$832K 0.01%
17,994
-250,207
553
$829K 0.01%
15,612
554
$828K 0.01%
+11,799
555
$823K 0.01%
45,120
+22,260
556
$805K 0.01%
35,868
+11,140
557
$804K 0.01%
+56,721
558
$801K 0.01%
10,100
-4,800
559
$801K 0.01%
21,347
560
$801K 0.01%
13,100
+8,500
561
$796K 0.01%
16,074
-169
562
$792K 0.01%
20,318
+3,328
563
$787K 0.01%
+7,300
564
$786K 0.01%
31,052
-36
565
$781K 0.01%
26,549
+7,764
566
$779K 0.01%
33,579
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567
$773K 0.01%
13,252
+200
568
$769K 0.01%
+19,470
569
$768K 0.01%
3,059
+1,587
570
$768K 0.01%
+6,904
571
$761K 0.01%
23,738
-28
572
$760K 0.01%
8,137
573
$759K 0.01%
45,000
+4,000
574
$751K 0.01%
11,273
-9,182
575
$748K 0.01%
15,574
-26
21 22
23
24 25