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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$784K ﹤0.01%
+43,558
627
$770K ﹤0.01%
+83,102
628
$766K ﹤0.01%
14,223
+1,137
629
$759K ﹤0.01%
6,250
+1,550
630
$748K ﹤0.01%
1,377
631
$746K ﹤0.01%
21,501
+7,554
632
$743K ﹤0.01%
9,667
-28,500
633
$741K ﹤0.01%
9,421
+1,871
634
$735K ﹤0.01%
6,999
+1,875
635
$731K ﹤0.01%
17,535
+6,935
636
$722K ﹤0.01%
32,545
637
$721K ﹤0.01%
4,935
+546
638
$710K ﹤0.01%
40,000
+10,877
639
$697K ﹤0.01%
+12,695
640
$691K ﹤0.01%
53,530
641
$689K ﹤0.01%
3,240
+1,681
642
$689K ﹤0.01%
31,815
+4,420
643
$687K ﹤0.01%
9,132
+2,154
644
$677K ﹤0.01%
+9,504
645
$674K ﹤0.01%
39,703
646
$671K ﹤0.01%
+103,900
647
$669K ﹤0.01%
167,225
648
$665K ﹤0.01%
21,005
649
$657K ﹤0.01%
35,588
650
$643K ﹤0.01%
+3,744
24 25
26
27 28