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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.75M 0.01%
37,578
+210
552
$2.75M 0.01%
198,551
-1,300
553
$2.74M 0.01%
76,425
+4,300
554
$2.72M 0.01%
27,015
+5,344
555
$2.7M 0.01%
27,411
+1,496
556
$2.69M 0.01%
39,311
+8,393
557
$2.66M 0.01%
30,166
-588
558
$2.65M 0.01%
16,989
+14,413
559
$2.64M 0.01%
+34,900
560
$2.58M 0.01%
393,904
561
$2.57M 0.01%
28,586
+1,181
562
$2.57M 0.01%
+256,497
563
$2.54M 0.01%
+59,184
564
$2.52M 0.01%
22,183
+340
565
$2.47M 0.01%
25,323
+311
566
$2.47M 0.01%
48,991
-133,010
567
$2.46M 0.01%
15,689
+13,576
568
$2.44M 0.01%
18,000
569
$2.44M 0.01%
321,000
570
$2.42M 0.01%
55,186
+13,425
571
$2.42M 0.01%
117,660
-23,860
572
$2.39M 0.01%
112,131
573
$2.39M 0.01%
73,838
574
$2.34M 0.01%
115,245
+1,544
575
$2.32M 0.01%
+87,370
21 22
23
24 25