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
$69.1B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$213M
3
+$209M
4
ROP icon
Roper Technologies
ROP
+$106M
5
NFLX icon
Netflix
NFLX
+$87.9M

Top Sells

1
+$433M
2
+$275M
3
+$140M
4
BMO icon
Bank of Montreal
BMO
+$132M
5
TD icon
Toronto Dominion Bank
TD
+$124M

Sector Composition

1 Financials 21.44%
2 Technology 19.83%
3 Industrials 13.28%
4 Healthcare 9.07%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.8M 0.01%
+38,200
602
$3.8M 0.01%
185,135
+4,557
603
$3.76M 0.01%
45,838
+2,345
604
$3.73M 0.01%
266,832
+4,005
605
$3.73M 0.01%
34,410
+21,881
606
$3.72M 0.01%
9,527
-282
607
$3.71M 0.01%
63,211
-17,024
608
$3.71M 0.01%
27,742
+2,077
609
$3.71M 0.01%
296,867
+81,375
610
$3.69M 0.01%
20,182
+1,862
611
$3.68M 0.01%
132,058
+3,027
612
$3.67M 0.01%
63,436
+2,738
613
$3.62M 0.01%
50,552
-11,494
614
$3.61M 0.01%
35,212
+22,567
615
$3.61M 0.01%
16,926
+821
616
$3.6M 0.01%
69,619
+4,807
617
$3.59M 0.01%
27,417
-175
618
$3.59M 0.01%
91,097
+5,729
619
$3.49M 0.01%
18,811
-13,381
620
$3.45M 0.01%
96,002
+5,536
621
$3.44M 0.01%
188,632
-41,373
622
$3.4M ﹤0.01%
37,394
-58,515
623
$3.38M ﹤0.01%
37,736
-1,428
624
$3.38M ﹤0.01%
50,552
-64,663
625
$3.37M ﹤0.01%
144,864
-26,015
23 24
25
26 27