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
601
$2.26M 0.01%
147,650
+109,700
602
$2.25M 0.01%
87,307
-255,076
603
$2.24M 0.01%
79,742
-104,759
604
$2.24M 0.01%
97,592
-3,301
605
$2.23M 0.01%
10,645
+9,031
606
$2.23M 0.01%
704,035
-20,200
607
$2.22M 0.01%
36,099
608
$2.22M 0.01%
2,152,386
-350,619
609
$2.21M 0.01%
44,526
-90,780
610
$2.21M 0.01%
595,373
+358,373
611
$2.21M 0.01%
38,738
-35,112
612
$2.2M 0.01%
+44,611
613
$2.19M 0.01%
+73,000
614
$2.17M 0.01%
+137,526
615
$2.17M 0.01%
20,487
-1,035
616
$2.16M 0.01%
6,725
-576
617
$2.15M 0.01%
46,834
-424
618
$2.15M 0.01%
37,077
-5,842
619
$2.13M 0.01%
32,092
620
$2.12M 0.01%
25,157
-830
621
$2.09M 0.01%
46,420
-2,220
622
$2.08M 0.01%
19,335
-24,636
623
$2.08M 0.01%
106,171
624
$2.08M 0.01%
12,837
-11,868
625
$2.08M 0.01%
46,050
-6,020
23 24
25
26 27