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
676
$533K ﹤0.01%
85,582
677
$531K ﹤0.01%
35,805
678
$519K ﹤0.01%
+4,533
679
$517K ﹤0.01%
9,230
-11,400
680
$517K ﹤0.01%
+9,883
681
$515K ﹤0.01%
+16,000
682
$510K ﹤0.01%
19,546
+2,072
683
$506K ﹤0.01%
8,036
+2,429
684
$506K ﹤0.01%
55,939
685
$495K ﹤0.01%
11,154
+3,165
686
$489K ﹤0.01%
16,070
+5,954
687
$488K ﹤0.01%
3,284
-961
688
$476K ﹤0.01%
22,649
689
$476K ﹤0.01%
11,301
+3,367
690
$476K ﹤0.01%
31,381
691
$472K ﹤0.01%
7,396
+786
692
$470K ﹤0.01%
13,793
+3,720
693
$469K ﹤0.01%
24,489
+7,297
694
$465K ﹤0.01%
13,814
-40,770
695
$460K ﹤0.01%
+3,922
696
$459K ﹤0.01%
7,098
+2,797
697
$455K ﹤0.01%
8,308
+3,162
698
$452K ﹤0.01%
809
-1,200
699
$447K ﹤0.01%
+15,100
700
$446K ﹤0.01%
14,997
+6,932
26 27
28
29 30