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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$227M
3
+$146M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
5
BAC icon
Bank of America
BAC
+$135M

Top Sells

1
+$212M
2
+$205M
3
+$164M
4
TD icon
Toronto Dominion Bank
TD
+$161M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.4M ﹤0.01%
25,384
+6,581
627
$3.39M ﹤0.01%
509,584
-476,801
628
$3.37M ﹤0.01%
25,175
-13,661
629
$3.37M ﹤0.01%
67,034
+54,492
630
$3.35M ﹤0.01%
9,342
+1,260
631
$3.35M ﹤0.01%
17,876
+1,023
632
$3.34M ﹤0.01%
11,536
633
$3.31M ﹤0.01%
81,273
+16,575
634
$3.31M ﹤0.01%
42,970
+5,356
635
$3.27M ﹤0.01%
61,903
-1,868
636
$3.23M ﹤0.01%
228,784
-112,002
637
$3.23M ﹤0.01%
82,027
638
$3.22M ﹤0.01%
27,752
+2,097
639
$3.2M ﹤0.01%
12,064
-146
640
$3.18M ﹤0.01%
+29,657
641
$3.18M ﹤0.01%
39,791
+29,711
642
$3.16M ﹤0.01%
30,022
+8,976
643
$3.13M ﹤0.01%
20,339
-74,435
644
$3.08M ﹤0.01%
22,790
+1,786
645
$3.07M ﹤0.01%
32,737
-31,503
646
$3.06M ﹤0.01%
32,390
+404
647
$3.05M ﹤0.01%
24,102
+2,128
648
$2.99M ﹤0.01%
11,887
+2,851
649
$2.96M ﹤0.01%
69,301
-21,000
650
$2.96M ﹤0.01%
35,144
+6,334
24 25
26
27 28