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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$268K ﹤0.01%
19,384
+2,071
577
$263K ﹤0.01%
14,141
578
$258K ﹤0.01%
5,077
+121
579
$257K ﹤0.01%
23,000
-91,400
580
$257K ﹤0.01%
+5,956
581
$253K ﹤0.01%
23,100
-95,200
582
$252K ﹤0.01%
9,001
-74,835
583
$248K ﹤0.01%
3,117
-5,951
584
$245K ﹤0.01%
6,392
-1,022
585
$244K ﹤0.01%
10,806
-16,253
586
$238K ﹤0.01%
3,051
-14,395
587
$237K ﹤0.01%
5,332
588
$237K ﹤0.01%
15,000
-95,168
589
$236K ﹤0.01%
59,499
+14,399
590
$235K ﹤0.01%
5,100
-24,600
591
$230K ﹤0.01%
4,968
-263,262
592
$229K ﹤0.01%
4,222
-6,313
593
$227K ﹤0.01%
3,252
-167,357
594
$225K ﹤0.01%
39,659
+8,762
595
$222K ﹤0.01%
29,914
+16,047
596
$221K ﹤0.01%
+7,474
597
$221K ﹤0.01%
7,382
-27,225
598
$221K ﹤0.01%
3,541
-10,321
599
$213K ﹤0.01%
+5,250
600
$209K ﹤0.01%
45,721
22 23
24
25 26