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
$69.1B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$213M
3
+$209M
4
ROP icon
Roper Technologies
ROP
+$106M
5
NFLX icon
Netflix
NFLX
+$87.9M

Top Sells

1
+$433M
2
+$275M
3
+$140M
4
BMO icon
Bank of Montreal
BMO
+$132M
5
TD icon
Toronto Dominion Bank
TD
+$124M

Sector Composition

1 Financials 21.44%
2 Technology 19.83%
3 Industrials 13.28%
4 Healthcare 9.07%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.19M 0.01%
58,575
-158,105
552
$5.16M 0.01%
2,400,412
+2,328,012
553
$5.16M 0.01%
87,483
+6,703
554
$5.15M 0.01%
22,400
+4,317
555
$5.11M 0.01%
19,991
+1,828
556
$5.06M 0.01%
28,242
-1,702
557
$5.05M 0.01%
27,659
+5,248
558
$4.98M 0.01%
92,066
+15,429
559
$4.9M 0.01%
37,914
-125,340
560
$4.88M 0.01%
19,139
+441
561
$4.87M 0.01%
29,207
-10,389
562
$4.87M 0.01%
61,411
+8,146
563
$4.76M 0.01%
+44,300
564
$4.72M 0.01%
36,425
+26,216
565
$4.71M 0.01%
87,746
-210,664
566
$4.69M 0.01%
10,707
+593
567
$4.65M 0.01%
70,344
+49,062
568
$4.62M 0.01%
187,030
+67,400
569
$4.6M 0.01%
8,203
-741
570
$4.52M 0.01%
37,211
+2,110
571
$4.48M 0.01%
19,579
+2,890
572
$4.47M 0.01%
26,738
+326
573
$4.45M 0.01%
56,236
+4,217
574
$4.41M 0.01%
35,511
+2,640
575
$4.4M 0.01%
47,609
+5,711
21 22
23
24 25