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
676
$945K ﹤0.01%
+49,000
677
$941K ﹤0.01%
11,239
+218
678
$939K ﹤0.01%
24,214
+3,767
679
$939K ﹤0.01%
2,035
+1,672
680
$923K ﹤0.01%
50,138
+975
681
$920K ﹤0.01%
23,743
+3,033
682
$917K ﹤0.01%
6,542
+1,461
683
$911K ﹤0.01%
+72,112
684
$895K ﹤0.01%
661,957
-682,709
685
$894K ﹤0.01%
11,398
-79
686
$892K ﹤0.01%
4,761
-2,382
687
$890K ﹤0.01%
+600,000
688
$889K ﹤0.01%
15,094
-507
689
$886K ﹤0.01%
28,502
-483,704
690
$882K ﹤0.01%
6,189
-5,624
691
$882K ﹤0.01%
22,816
-88
692
$880K ﹤0.01%
16,136
+5,296
693
$879K ﹤0.01%
+3,403
694
$874K ﹤0.01%
49,898
+33,889
695
$869K ﹤0.01%
97,123
-193,588
696
$865K ﹤0.01%
12,452
-1,101
697
$863K ﹤0.01%
30,768
-20,524
698
$858K ﹤0.01%
+45,790
699
$856K ﹤0.01%
53,242
-63,093
700
$850K ﹤0.01%
18,798
+8,941
26 27
28
29 30