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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.63M 0.01%
32,326
+4,921
602
$4.62M 0.01%
20,818
+2,299
603
$4.62M 0.01%
479,281
-12,940
604
$4.61M 0.01%
65,507
+4,748
605
$4.56M 0.01%
63,744
+15,649
606
$4.54M 0.01%
110,694
+19,059
607
$4.45M 0.01%
19,221
-13,521
608
$4.38M 0.01%
95,657
-6,604
609
$4.21M 0.01%
40,359
+2,591
610
$4.2M 0.01%
18,552
+9,153
611
$4.2M 0.01%
116,883
+78,995
612
$4.17M 0.01%
19,936
-6,398
613
$4.16M 0.01%
+741,431
614
$4.15M 0.01%
7,899
+718
615
$4.15M 0.01%
972,425
-208,520
616
$4.1M 0.01%
+1,840,780
617
$4.07M 0.01%
8,504
+354
618
$4.06M 0.01%
23,612
+3,449
619
$4.05M 0.01%
44,034
+33,833
620
$4.03M 0.01%
42,279
+25,137
621
$4.03M 0.01%
24,030
+10,576
622
$4.03M 0.01%
22,915
+9,607
623
$4.02M 0.01%
661,561
-4,058,814
624
$3.98M 0.01%
135,875
+52,245
625
$3.96M 0.01%
79,544
-6,900
23 24
25
26 27