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
$20.3B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$87.1M
2
+$86.9M
3
+$81.3M
4
TRP icon
TC Energy
TRP
+$81M
5
GME icon
GameStop
GME
+$77.4M

Top Sells

1
+$186M
2
+$99.5M
3
+$85.9M
4
CHRW icon
C.H. Robinson
CHRW
+$82.9M
5
SJR
Shaw Communications Inc.
SJR
+$79.9M

Sector Composition

1 Financials 29.54%
2 Energy 16.66%
3 Industrials 7.91%
4 Materials 7.83%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$230K ﹤0.01%
4,818
627
$220K ﹤0.01%
+27,240
628
$218K ﹤0.01%
+9,008
629
$217K ﹤0.01%
+6,700
630
$215K ﹤0.01%
+2,400
631
$213K ﹤0.01%
+3,308
632
$207K ﹤0.01%
9,232
-61,130
633
$203K ﹤0.01%
+6,641
634
$62K ﹤0.01%
+11,204
635
– –
-1,007,748
636
– –
-57,223
637
– –
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638
– –
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639
– –
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640
– –
-9,513
641
– –
-370,500
642
– –
0
643
– –
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644
– –
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645
– –
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646
– –
-6,191
647
– –
-28,681
648
– –
-168,500
649
– –
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650
– –
-10,986
24 25
26
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