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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$961K ﹤0.01%
7,617
+4,674
652
$960K ﹤0.01%
6,611
+5,233
653
$944K ﹤0.01%
99,822
-107,005
654
$943K ﹤0.01%
+10,204
655
$935K ﹤0.01%
2,125
+336
656
$935K ﹤0.01%
13,248
+666
657
$933K ﹤0.01%
260,602
-2,100
658
$930K ﹤0.01%
7,143
+4,444
659
$927K ﹤0.01%
1,173,892
+300
660
$926K ﹤0.01%
7,644
+5,749
661
$920K ﹤0.01%
4,933
-756
662
$915K ﹤0.01%
3,935
+2,582
663
$914K ﹤0.01%
13,833
+9,343
664
$913K ﹤0.01%
+12,125
665
$912K ﹤0.01%
11,314
+1,637
666
$907K ﹤0.01%
8,053
-249
667
$905K ﹤0.01%
+102,831
668
$899K ﹤0.01%
295,114
+163,432
669
$899K ﹤0.01%
33,529
-24,616
670
$891K ﹤0.01%
18,964
+12,514
671
$890K ﹤0.01%
+21,198
672
$881K ﹤0.01%
4,002
+190
673
$878K ﹤0.01%
+13,378
674
$877K ﹤0.01%
6,313
+783
675
$876K ﹤0.01%
13,553
+812
25 26
27
28 29