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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.58M 0.01%
25,038
+5,359
552
$1.57M 0.01%
204,045
-446,600
553
$1.55M 0.01%
89,029
-2,156
554
$1.54M 0.01%
101,974
+1,100
555
$1.54M 0.01%
+58,898
556
$1.54M 0.01%
62,831
+2,383
557
$1.54M 0.01%
16,530
-2,868
558
$1.54M ﹤0.01%
+60,950
559
$1.54M ﹤0.01%
12,854
+3,895
560
$1.54M ﹤0.01%
5,781
+3,332
561
$1.53M ﹤0.01%
27,923
+2,128
562
$1.53M ﹤0.01%
70,383
+24,081
563
$1.49M ﹤0.01%
50,189
564
$1.49M ﹤0.01%
46,974
+945
565
$1.46M ﹤0.01%
51,292
-1,962,131
566
$1.43M ﹤0.01%
117,839
-1,000
567
$1.42M ﹤0.01%
31,010
-26,459
568
$1.42M ﹤0.01%
131,665
-230,748
569
$1.41M ﹤0.01%
43,326
-299,025
570
$1.41M ﹤0.01%
+26,100
571
$1.41M ﹤0.01%
83,165
-3,400
572
$1.39M ﹤0.01%
38,966
-7,762
573
$1.39M ﹤0.01%
224,538
-43,194
574
$1.39M ﹤0.01%
+24,034
575
$1.39M ﹤0.01%
340,911
-3,461
21 22
23
24 25