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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.07M 0.01%
94,954
-35,159
627
$2.03M 0.01%
44,700
-25,410
628
$2.03M 0.01%
+10,809
629
$2.02M 0.01%
47,544
+3,170
630
$2.02M 0.01%
23,150
-11,100
631
$2.02M 0.01%
209,900
+97,069
632
$1.99M 0.01%
14,854
-19,649
633
$1.99M 0.01%
23,794
-43,427
634
$1.98M 0.01%
34,090
+29,175
635
$1.96M 0.01%
21,171
-22,720
636
$1.96M 0.01%
45,035
-22,204
637
$1.96M 0.01%
1,564,150
-21,422
638
$1.93M 0.01%
49,140
+37,994
639
$1.93M 0.01%
14,140
+3,885
640
$1.93M 0.01%
18,929
-49,892
641
$1.92M 0.01%
26,246
642
$1.91M ﹤0.01%
66,459
+23,309
643
$1.91M ﹤0.01%
131,147
644
$1.9M ﹤0.01%
18,363
-110
645
$1.89M ﹤0.01%
35,968
+1,575
646
$1.88M ﹤0.01%
133,560
647
$1.87M ﹤0.01%
40,098
648
$1.86M ﹤0.01%
117,338
-105,228
649
$1.84M ﹤0.01%
84,740
-46,845
650
$1.84M ﹤0.01%
281,112
24 25
26
27 28