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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.16M ﹤0.01%
7,829
-224
652
$1.16M ﹤0.01%
13,305
+9,412
653
$1.15M ﹤0.01%
10,945
+5,068
654
$1.15M ﹤0.01%
119,432
-204,672
655
$1.14M ﹤0.01%
+45,011
656
$1.14M ﹤0.01%
+44,094
657
$1.14M ﹤0.01%
66,271
-78,166
658
$1.13M ﹤0.01%
+10,358
659
$1.11M ﹤0.01%
777,673
-181,000
660
$1.1M ﹤0.01%
16,566
-29,158
661
$1.09M ﹤0.01%
88,691
+17,013
662
$1.08M ﹤0.01%
1,299,700
663
$1.06M ﹤0.01%
17,573
+12,392
664
$1.06M ﹤0.01%
11,140
-4,543
665
$1.04M ﹤0.01%
6,630
+572
666
$1.04M ﹤0.01%
+51,000
667
$1.02M ﹤0.01%
72,016
+11,176
668
$1.02M ﹤0.01%
8,334
+799
669
$1M ﹤0.01%
+36,820
670
$998K ﹤0.01%
19,869
+2,737
671
$970K ﹤0.01%
52,173
+4,423
672
$957K ﹤0.01%
+4,779
673
$954K ﹤0.01%
13,420
+180
674
$954K ﹤0.01%
4,477
-185,301
675
$948K ﹤0.01%
26,300
-5,130
25 26
27
28 29