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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.83M ﹤0.01%
33,188
-540
652
$1.82M ﹤0.01%
12,578
+11,018
653
$1.82M ﹤0.01%
+16,621
654
$1.82M ﹤0.01%
18,840
+10,203
655
$1.82M ﹤0.01%
15,600
-2,400
656
$1.82M ﹤0.01%
12,943
+11,280
657
$1.8M ﹤0.01%
73,351
-45,923
658
$1.78M ﹤0.01%
42,206
+25,610
659
$1.76M ﹤0.01%
81,165
-308,114
660
$1.76M ﹤0.01%
238,571
+37,812
661
$1.73M ﹤0.01%
28,816
+1,422
662
$1.71M ﹤0.01%
32,381
+2,688
663
$1.71M ﹤0.01%
71,364
-350
664
$1.7M ﹤0.01%
14,726
-224
665
$1.68M ﹤0.01%
66,300
666
$1.67M ﹤0.01%
25,084
+1,381
667
$1.67M ﹤0.01%
24,455
+1,805
668
$1.67M ﹤0.01%
55,956
-42,483
669
$1.66M ﹤0.01%
52,015
+1,675
670
$1.66M ﹤0.01%
21,183
+11,700
671
$1.64M ﹤0.01%
89,000
-73,095
672
$1.63M ﹤0.01%
20,490
-8,600
673
$1.62M ﹤0.01%
+151,092
674
$1.61M ﹤0.01%
25,878
-12,000
675
$1.58M ﹤0.01%
478,304
-349,458
25 26
27
28 29