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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.31M 0.01%
65,100
-54,000
577
$2.3M 0.01%
33,917
578
$2.29M 0.01%
31,245
-60,700
579
$2.22M 0.01%
+62,310
580
$2.21M 0.01%
64,535
-9,650
581
$2.2M 0.01%
211,178
+21,178
582
$2.2M 0.01%
53,492
+3,005
583
$2.19M 0.01%
25,711
-10,733
584
$2.19M 0.01%
19,185
+1,240
585
$2.18M 0.01%
132,592
586
$2.16M 0.01%
134,016
+54,128
587
$2.15M 0.01%
153,555
+78,728
588
$2.13M 0.01%
+47,770
589
$2.11M 0.01%
19,487
+9,382
590
$2.11M 0.01%
50,074
+15,474
591
$2.09M 0.01%
70,941
+40,941
592
$2.06M 0.01%
43,155
+5,500
593
$2.06M 0.01%
32,525
+3,350
594
$2.03M 0.01%
+67,967
595
$2.01M 0.01%
+58,383
596
$1.98M 0.01%
20,958
597
$1.98M 0.01%
72,000
+38,315
598
$1.95M 0.01%
22,787
+500
599
$1.94M 0.01%
104,531
+2,032
600
$1.93M ﹤0.01%
+37,757
22 23
24
25 26