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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.66M ﹤0.01%
938,373
-202,427
552
$1.65M ﹤0.01%
+65,300
553
$1.64M ﹤0.01%
190,000
554
$1.64M ﹤0.01%
34,487
+6,002
555
$1.63M ﹤0.01%
+130,000
556
$1.61M ﹤0.01%
+61,407
557
$1.6M ﹤0.01%
18,819
+13,855
558
$1.54M ﹤0.01%
73,722
+53,141
559
$1.53M ﹤0.01%
22,678
-221,981
560
$1.52M ﹤0.01%
81,000
561
$1.5M ﹤0.01%
51,453
562
$1.48M ﹤0.01%
+138,197
563
$1.47M ﹤0.01%
24,014
-75,041
564
$1.47M ﹤0.01%
+9,600
565
$1.46M ﹤0.01%
116,966
-50,065
566
$1.44M ﹤0.01%
+19,300
567
$1.44M ﹤0.01%
5,805
-837
568
$1.41M ﹤0.01%
43,380
+1,220
569
$1.39M ﹤0.01%
10,821
570
$1.38M ﹤0.01%
53,380
+34,540
571
$1.36M ﹤0.01%
+87,900
572
$1.35M ﹤0.01%
+80,692
573
$1.31M ﹤0.01%
1,860,000
-5,000
574
$1.31M ﹤0.01%
1,000
575
$1.31M ﹤0.01%
66,000
21 22
23
24 25