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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$481K ﹤0.01%
12,189
-1,045
652
$480K ﹤0.01%
39,277
-27,981,328
653
$472K ﹤0.01%
22,336
+3,079
654
$472K ﹤0.01%
16,867
655
$470K ﹤0.01%
+10,768
656
$467K ﹤0.01%
4,070
+2,070
657
$465K ﹤0.01%
14,840
-17,088
658
$457K ﹤0.01%
19,121
-32,934
659
$456K ﹤0.01%
13,559
660
$455K ﹤0.01%
10,648
661
$449K ﹤0.01%
40,657
+60
662
$449K ﹤0.01%
+3,945
663
$445K ﹤0.01%
12,647
-19,757
664
$444K ﹤0.01%
+30,100
665
$444K ﹤0.01%
+8,178
666
$443K ﹤0.01%
24,125
-32,225
667
$442K ﹤0.01%
16,381
+395
668
$441K ﹤0.01%
3,850
+362
669
$438K ﹤0.01%
+4,267
670
$437K ﹤0.01%
+5,350
671
$434K ﹤0.01%
6,900
672
$432K ﹤0.01%
13,960
673
$429K ﹤0.01%
6,026
674
$427K ﹤0.01%
16,883
675
$425K ﹤0.01%
19,782
-3,506
25 26
27
28 29