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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$339K ﹤0.01%
1,908
-7,408
552
$338K ﹤0.01%
14,960
553
$335K ﹤0.01%
2,495
-104,812
554
$325K ﹤0.01%
10,783
-3,780
555
$323K ﹤0.01%
29,738
556
$319K ﹤0.01%
12,912
557
$317K ﹤0.01%
2,331
-31,354
558
$316K ﹤0.01%
6,133
559
$314K ﹤0.01%
3,331
-59,504
560
$312K ﹤0.01%
4,978
561
$310K ﹤0.01%
6,177
562
$307K ﹤0.01%
2,658
+268
563
$305K ﹤0.01%
27,754
+12,258
564
$302K ﹤0.01%
40,860
565
$302K ﹤0.01%
24,839
-40,265
566
$301K ﹤0.01%
20,843
567
$299K ﹤0.01%
12,920
-207,698
568
$295K ﹤0.01%
10,903
-185,531
569
$293K ﹤0.01%
3,359
+355
570
$291K ﹤0.01%
3,896
+585
571
$290K ﹤0.01%
1,075
-2,699
572
$287K ﹤0.01%
8,542
-25,577
573
$281K ﹤0.01%
+7,425
574
$280K ﹤0.01%
9,168
-28,952
575
$271K ﹤0.01%
2,228
-13,000
21 22
23
24 25