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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$97K ﹤0.01%
+12,919
627
$86K ﹤0.01%
21,975
-240,525
628
$77K ﹤0.01%
31,295
-3,258
629
$51K ﹤0.01%
+11,296
630
$41K ﹤0.01%
10,000
631
$40K ﹤0.01%
12,673
632
$17K ﹤0.01%
16,129
633
– –
-26,700
634
– –
-76,300
635
– –
-12,997
636
– –
-8,435
637
– –
-32,917
638
– –
-23,500
639
– –
-42,931
640
– –
-1,285
641
– –
-10,491
642
– –
-4,104
643
– –
-64,237
644
– –
-32,058
645
– –
-32,627
646
– –
-3,300
647
– –
-9,600
648
– –
-13,128
649
– –
-2,007
650
– –
-16,978
24 25
26
27 28