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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.61M 0.01%
97,960
+904
577
$2.6M 0.01%
37,313
-197,964
578
$2.55M 0.01%
46,116
-246,746
579
$2.54M 0.01%
84,976
+51,708
580
$2.53M 0.01%
72,432
-34,989
581
$2.51M 0.01%
176,704
-197,538
582
$2.5M 0.01%
+118,839
583
$2.49M 0.01%
208,426
+23,390
584
$2.48M 0.01%
64,313
+32,403
585
$2.44M 0.01%
+16,173
586
$2.43M 0.01%
31,475
+989
587
$2.43M 0.01%
96,319
-162,699
588
$2.43M 0.01%
65,276
-208
589
$2.42M 0.01%
208,395
+6,326
590
$2.41M 0.01%
18,929
+1,900
591
$2.4M 0.01%
433,167
+211,938
592
$2.38M 0.01%
302,050
+76,500
593
$2.38M 0.01%
265,426
-2,985
594
$2.36M 0.01%
16,564
+1,229
595
$2.35M 0.01%
115,227
-26,800
596
$2.32M 0.01%
30,679
-783
597
$2.32M 0.01%
28,775
-69,589
598
$2.31M 0.01%
60,970
-25,110
599
$2.3M 0.01%
31,833
-153,754
600
$2.28M 0.01%
56,654
-55,749
22 23
24
25 26