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
601
$1.02M ﹤0.01%
5,778
+4,108
602
$1M ﹤0.01%
8,304
-2,300
603
$987K ﹤0.01%
+30,703
604
$986K ﹤0.01%
41,080
+14,504
605
$984K ﹤0.01%
17,237
+483
606
$983K ﹤0.01%
+8,417
607
$966K ﹤0.01%
10,785
608
$962K ﹤0.01%
2,905
+155
609
$948K ﹤0.01%
+6,990
610
$947K ﹤0.01%
4,985
+65
611
$938K ﹤0.01%
30,145
+8,983
612
$938K ﹤0.01%
74,827
+13,022
613
$927K ﹤0.01%
+95,307
614
$926K ﹤0.01%
94,312
+47,619
615
$900K ﹤0.01%
40,740
+395
616
$852K ﹤0.01%
22,750
-20,025
617
$834K ﹤0.01%
12,500
-6,200
618
$833K ﹤0.01%
120,539
619
$824K ﹤0.01%
+32,400
620
$815K ﹤0.01%
+6,051
621
$813K ﹤0.01%
+13,900
622
$790K ﹤0.01%
65,577
+19,544
623
$787K ﹤0.01%
7,483
+2,009
624
$786K ﹤0.01%
16,352
+2,635
625
$785K ﹤0.01%
+104,619
23 24
25
26 27