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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.84M ﹤0.01%
+89,743
577
$1.84M ﹤0.01%
11,880
+363
578
$1.83M ﹤0.01%
43,845
+7,673
579
$1.8M ﹤0.01%
13,659
-45,565
580
$1.8M ﹤0.01%
68,195
+51,980
581
$1.79M ﹤0.01%
14,636
+10,916
582
$1.79M ﹤0.01%
+18,782
583
$1.77M ﹤0.01%
18,419
+4,586
584
$1.77M ﹤0.01%
+38,900
585
$1.76M ﹤0.01%
16,880
+10,846
586
$1.75M ﹤0.01%
100,564
+11,535
587
$1.74M ﹤0.01%
28,521
+598
588
$1.7M ﹤0.01%
+45,650
589
$1.69M ﹤0.01%
3,742
+1,353
590
$1.69M ﹤0.01%
60,075
+28,755
591
$1.68M ﹤0.01%
9,876
-10,716
592
$1.67M ﹤0.01%
13,609
+6,524
593
$1.65M ﹤0.01%
13,245
+620
594
$1.64M ﹤0.01%
100,274
-1,700
595
$1.64M ﹤0.01%
+38,982
596
$1.63M ﹤0.01%
14,334
+10,632
597
$1.63M ﹤0.01%
203,754
+193,334
598
$1.61M ﹤0.01%
35,380
-92,080
599
$1.58M ﹤0.01%
35,194
-77,226
600
$1.58M ﹤0.01%
17,304
-20,074
22 23
24
25 26