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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.92M 0.01%
4,235
-50
552
$2.9M 0.01%
171,789
-15,669
553
$2.9M 0.01%
55,734
-113,007
554
$2.89M 0.01%
134,483
-110,660
555
$2.84M 0.01%
149,240
-71,350
556
$2.84M 0.01%
35,437
-25,697
557
$2.84M 0.01%
234,016
+16,499
558
$2.83M 0.01%
183,840
-325,745
559
$2.82M 0.01%
66,670
-308
560
$2.81M 0.01%
23,350
-91,125
561
$2.81M 0.01%
92,270
+74,600
562
$2.8M 0.01%
24,226
-93,932
563
$2.79M 0.01%
46,832
-82,646
564
$2.77M 0.01%
33,438
-9,327
565
$2.75M 0.01%
28,768
-1,163
566
$2.75M 0.01%
98,384
-773
567
$2.73M 0.01%
103,714
568
$2.71M 0.01%
17,664
-918
569
$2.67M 0.01%
91,008
+31,338
570
$2.64M 0.01%
197,661
-232,825
571
$2.63M 0.01%
23,805
-132,126
572
$2.63M 0.01%
18,185
+1,528
573
$2.63M 0.01%
54,200
+9,875
574
$2.62M 0.01%
+1,154,100
575
$2.62M 0.01%
28,114
-144
21 22
23
24 25