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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$746K 0.01%
+33,711
577
$744K 0.01%
+49,569
578
$738K 0.01%
10,333
+5,754
579
$734K 0.01%
15,417
+1,400
580
$732K 0.01%
20,724
581
$727K 0.01%
11,400
582
$716K 0.01%
+13,772
583
$714K 0.01%
+13,651
584
$708K 0.01%
9,808
-1,258
585
$701K 0.01%
32,100
586
$700K 0.01%
9,075
+3,704
587
$695K 0.01%
8,125
-1,755
588
$693K 0.01%
21,259
+854
589
$690K 0.01%
12,524
+72
590
$685K 0.01%
12,144
+1,418
591
$680K 0.01%
8,089
592
$679K 0.01%
23,100
-65,700
593
$678K 0.01%
+19,018
594
$673K 0.01%
+7,241
595
$671K 0.01%
+14,982
596
$659K 0.01%
+21,323
597
$656K 0.01%
+17,814
598
$656K 0.01%
10,766
599
$653K 0.01%
22,635
+5,699
600
$653K 0.01%
+20,387
22 23
24
25 26