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
676
$419K ﹤0.01%
13,628
-86
677
$418K ﹤0.01%
5,569
678
$416K ﹤0.01%
12,280
-1,500
679
$407K ﹤0.01%
9,713
680
$401K ﹤0.01%
13,503
-15,018
681
$399K ﹤0.01%
22,100
+7,600
682
$399K ﹤0.01%
8,822
683
$397K ﹤0.01%
827
+200
684
$396K ﹤0.01%
2,930
685
$395K ﹤0.01%
+4,629
686
$394K ﹤0.01%
74,800
687
$394K ﹤0.01%
11,233
688
$389K ﹤0.01%
8,038
+1,481
689
$378K ﹤0.01%
6,258
+146
690
$378K ﹤0.01%
29,028
691
$375K ﹤0.01%
+5,278
692
$373K ﹤0.01%
+45,489
693
$372K ﹤0.01%
75,967
-143,033
694
$368K ﹤0.01%
10,771
695
$364K ﹤0.01%
+7,817
696
$363K ﹤0.01%
4,866
-34,044
697
$360K ﹤0.01%
14,128
698
$355K ﹤0.01%
+14,960
699
$352K ﹤0.01%
+10,783
700
$340K ﹤0.01%
8,334
+1,084
26 27
28
29 30