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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.28M ﹤0.01%
15,773
-78,001
577
$1.27M ﹤0.01%
11,824
-6,664
578
$1.27M ﹤0.01%
24,000
-10,000
579
$1.26M ﹤0.01%
47,128
+9,284
580
$1.26M ﹤0.01%
+19,908
581
$1.25M ﹤0.01%
185,340
582
$1.22M ﹤0.01%
38,594
+28,250
583
$1.19M ﹤0.01%
56,500
+14,500
584
$1.17M ﹤0.01%
31,100
585
$1.16M ﹤0.01%
+100,230
586
$1.16M ﹤0.01%
49,100
587
$1.15M ﹤0.01%
7,454
+564
588
$1.12M ﹤0.01%
+44,511
589
$1.12M ﹤0.01%
68,655
+8,655
590
$1.11M ﹤0.01%
+137,200
591
$1.11M ﹤0.01%
25,294
+6,278
592
$1.1M ﹤0.01%
9,949
+2,689
593
$1.1M ﹤0.01%
+7,736
594
$1.07M ﹤0.01%
39,350
+1,330
595
$1.06M ﹤0.01%
+13,142
596
$1.06M ﹤0.01%
+12,611
597
$1.06M ﹤0.01%
218,480
+92,760
598
$1.05M ﹤0.01%
+14,236
599
$1.04M ﹤0.01%
49,297
+24,522
600
$1.03M ﹤0.01%
229,400
22 23
24
25 26