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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.07M ﹤0.01%
7,000
+5,594
627
$1.06M ﹤0.01%
44,586
+1,582
628
$1.05M ﹤0.01%
79,309
+28,211
629
$1.05M ﹤0.01%
+29,085
630
$1.04M ﹤0.01%
40,190
-34,906
631
$1.04M ﹤0.01%
32,933
+23,474
632
$1.03M ﹤0.01%
44,603
-358,097
633
$1.03M ﹤0.01%
11,631
-4,441
634
$1.02M ﹤0.01%
11,890
+1,873
635
$1.02M ﹤0.01%
24,962
+522
636
$1.01M ﹤0.01%
17,729
-16
637
$1.01M ﹤0.01%
144,460
-487
638
$1.01M ﹤0.01%
+13,689
639
$1M ﹤0.01%
44,658
+35,471
640
$998K ﹤0.01%
32,360
-70,301
641
$995K ﹤0.01%
7,550
-2,670
642
$992K ﹤0.01%
15,122
-742
643
$992K ﹤0.01%
30,190
-16,419
644
$982K ﹤0.01%
39,950
+30,000
645
$976K ﹤0.01%
229,558
-615,955
646
$976K ﹤0.01%
11,156
-903
647
$976K ﹤0.01%
+120,637
648
$971K ﹤0.01%
27,653
+23,341
649
$969K ﹤0.01%
4,798
-2,955
650
$964K ﹤0.01%
8,131
+388
24 25
26
27 28