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
601
$1.57M ﹤0.01%
4,528
+2,200
602
$1.57M ﹤0.01%
191,300
+162,400
603
$1.56M ﹤0.01%
68,841
+39,935
604
$1.55M ﹤0.01%
14,069
+2,755
605
$1.55M ﹤0.01%
13,328
-3,202
606
$1.5M ﹤0.01%
498,137
+67,455
607
$1.49M ﹤0.01%
15,194
+3,069
608
$1.49M ﹤0.01%
+71,975
609
$1.47M ﹤0.01%
19,048
+321
610
$1.47M ﹤0.01%
175,000
+59,890
611
$1.47M ﹤0.01%
+104,340
612
$1.46M ﹤0.01%
48,960
-13,871
613
$1.45M ﹤0.01%
81,553
-2,930,051
614
$1.45M ﹤0.01%
78,126
+9,381
615
$1.44M ﹤0.01%
111,230
-2,401
616
$1.44M ﹤0.01%
8,220
+2,756
617
$1.44M ﹤0.01%
+38,200
618
$1.43M ﹤0.01%
27,680
-3,330
619
$1.42M ﹤0.01%
79,100
-1,150
620
$1.42M ﹤0.01%
39,999
-17,471
621
$1.41M ﹤0.01%
19,600
-6,500
622
$1.4M ﹤0.01%
2,572
+447
623
$1.39M ﹤0.01%
45,350
-15,600
624
$1.39M ﹤0.01%
+35,337
625
$1.37M ﹤0.01%
110,928
-12,441
23 24
25
26 27