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
676
$1.57M ﹤0.01%
47,750
-14,415
677
$1.57M ﹤0.01%
150,284
-9,815
678
$1.55M ﹤0.01%
8,494
+1,997
679
$1.55M ﹤0.01%
33,565
-270,502
680
$1.54M ﹤0.01%
10,950
-16
681
$1.54M ﹤0.01%
18,866
-5,976
682
$1.53M ﹤0.01%
41,730
-147,750
683
$1.53M ﹤0.01%
26,448
-90,807
684
$1.51M ﹤0.01%
72,651
-3,959
685
$1.5M ﹤0.01%
+19,352
686
$1.49M ﹤0.01%
27,338
687
$1.49M ﹤0.01%
109,005
-59,160
688
$1.48M ﹤0.01%
103,630
+5,479
689
$1.48M ﹤0.01%
+41,200
690
$1.48M ﹤0.01%
99,225
+18,615
691
$1.48M ﹤0.01%
4,254
-5,388
692
$1.45M ﹤0.01%
13,523
+4,324
693
$1.42M ﹤0.01%
25,542
-1,665
694
$1.42M ﹤0.01%
77,819
-110,024
695
$1.4M ﹤0.01%
38,244
-40,140
696
$1.39M ﹤0.01%
20,288
-183,732
697
$1.39M ﹤0.01%
3,593
-666
698
$1.39M ﹤0.01%
263,400
+27,300
699
$1.38M ﹤0.01%
1,643
-8,639
700
$1.36M ﹤0.01%
1,288,000
26 27
28
29 30