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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.36M ﹤0.01%
5,419
+486
627
$1.34M ﹤0.01%
62,302
+17,644
628
$1.33M ﹤0.01%
10,377
-2,477
629
$1.33M ﹤0.01%
+15,180
630
$1.32M ﹤0.01%
48,144
-156,408
631
$1.31M ﹤0.01%
40,347
-147,729
632
$1.31M ﹤0.01%
8,756
+1,206
633
$1.29M ﹤0.01%
36,851
+24,026
634
$1.28M ﹤0.01%
1,587
+426
635
$1.28M ﹤0.01%
4,476
+865
636
$1.27M ﹤0.01%
133,122
-28,747
637
$1.27M ﹤0.01%
453,907
+77,451
638
$1.27M ﹤0.01%
18,500
+10,600
639
$1.27M ﹤0.01%
12,709
-57,331
640
$1.26M ﹤0.01%
54,964
641
$1.26M ﹤0.01%
14,889
+10,293
642
$1.25M ﹤0.01%
23,300
-314,953
643
$1.22M ﹤0.01%
+13,663
644
$1.22M ﹤0.01%
22,003
+4,121
645
$1.21M ﹤0.01%
29,235
-955
646
$1.21M ﹤0.01%
4,145
+210
647
$1.21M ﹤0.01%
32,194
-166
648
$1.21M ﹤0.01%
62,680
-6,961
649
$1.19M ﹤0.01%
13,891
-7,529
650
$1.18M ﹤0.01%
9,671
+7,351
24 25
26
27 28