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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$642K ﹤0.01%
+15,610
652
$641K ﹤0.01%
17,058
+3,987
653
$620K ﹤0.01%
+23,049
654
$592K ﹤0.01%
+6,064
655
$588K ﹤0.01%
+220,879
656
$586K ﹤0.01%
+41,403
657
$581K ﹤0.01%
+7,349
658
$576K ﹤0.01%
+39,347
659
$572K ﹤0.01%
19,457
660
$571K ﹤0.01%
+12,300
661
$567K ﹤0.01%
7,258
-1,406
662
$565K ﹤0.01%
31,590
663
$563K ﹤0.01%
+41,246
664
$562K ﹤0.01%
+13,569
665
$558K ﹤0.01%
+12,140
666
$555K ﹤0.01%
10,227
+3,111
667
$554K ﹤0.01%
+7,530
668
$554K ﹤0.01%
5,158
+1,654
669
$554K ﹤0.01%
7,086
+1,085
670
$550K ﹤0.01%
+13,711
671
$550K ﹤0.01%
+12,778
672
$548K ﹤0.01%
+6,428
673
$543K ﹤0.01%
7,098
+1,715
674
$543K ﹤0.01%
+21,768
675
$542K ﹤0.01%
15,980
-4,271
25 26
27
28 29