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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.1M 0.01%
17,900
+1,900
552
$2.05M 0.01%
57,952
+15,975
553
$2.03M 0.01%
18,914
-9,087
554
$2.02M 0.01%
66,471
+752
555
$2.02M 0.01%
+147,476
556
$2M 0.01%
13,729
+2,098
557
$2M 0.01%
71,910
-62,903
558
$1.99M 0.01%
10,253
+6,814
559
$1.99M 0.01%
61,900
-30,674
560
$1.98M 0.01%
24,299
-739
561
$1.98M 0.01%
33,154
-959
562
$1.97M 0.01%
+8,390
563
$1.96M 0.01%
10,197
+4,852
564
$1.96M 0.01%
+55,240
565
$1.95M 0.01%
72,970
+4,542
566
$1.94M 0.01%
21,037
-462
567
$1.94M 0.01%
21,214
+6,040
568
$1.94M 0.01%
+56,632
569
$1.92M 0.01%
94,583
+13,254
570
$1.92M 0.01%
249,800
+123,400
571
$1.9M 0.01%
31,250
+22,155
572
$1.9M 0.01%
22,444
+7,322
573
$1.9M 0.01%
13,280
-18,947
574
$1.89M 0.01%
30,392
+10,076
575
$1.88M 0.01%
63,668
+50,516
21 22
23
24 25