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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$94.9M
3 +$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1 +$661M
2 +$611M
3 +$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$4.03M 0.01%
19,368
+1,618
552
$4M 0.01%
64,751
-7,959
553
$3.99M 0.01%
+29,077
554
$3.91M 0.01%
33,240
+224
555
$3.89M 0.01%
13,920
+12,404
556
$3.88M 0.01%
173,005
557
$3.87M 0.01%
13,678
-1,135
558
$3.86M 0.01%
331,639
+38,608
559
$3.82M 0.01%
78,224
+14,160
560
$3.79M 0.01%
33,592
+3,804
561
$3.78M 0.01%
21,817
+1,754
562
$3.77M 0.01%
17,883
+2,732
563
$3.76M 0.01%
46,936
-1,409
564
$3.75M 0.01%
113,485
-14,700
565
$3.73M 0.01%
58,657
+28,838
566
$3.73M 0.01%
700,991
-2,064
567
$3.72M 0.01%
26,898
+461
568
$3.64M 0.01%
48,785
-2,455
569
$3.64M 0.01%
23,244
-29,055
570
$3.6M 0.01%
170,125
+112,814
571
$3.58M 0.01%
886,981
-6,249
572
$3.46M 0.01%
249,090
-76,083
573
$3.38M 0.01%
51,635
+4,885
574
$3.37M 0.01%
45,654
+36,923
575
$3.36M 0.01%
53,105
+2,778