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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.95M ﹤0.01%
64,340
+2,437
677
$2.9M ﹤0.01%
33,963
-5,355
678
$2.9M ﹤0.01%
13,068
+2,861
679
$2.87M ﹤0.01%
38,517
-1,024
680
$2.86M ﹤0.01%
9,453
+4,503
681
$2.85M ﹤0.01%
71,364
+4,330
682
$2.84M ﹤0.01%
54,815
+8,439
683
$2.83M ﹤0.01%
25,927
-117
684
$2.8M ﹤0.01%
40,711
+5,567
685
$2.77M ﹤0.01%
133,692
+21,150
686
$2.76M ﹤0.01%
24,387
+1,194
687
$2.76M ﹤0.01%
384,600
-161,100
688
$2.76M ﹤0.01%
+148,798
689
$2.73M ﹤0.01%
24,628
-3,960
690
$2.73M ﹤0.01%
17,329
-547
691
$2.73M ﹤0.01%
10,442
+2,140
692
$2.73M ﹤0.01%
34,542
+1,554
693
$2.73M ﹤0.01%
34,336
-9,714
694
$2.71M ﹤0.01%
22,682
-8,463
695
$2.71M ﹤0.01%
9,548
+7,008
696
$2.71M ﹤0.01%
32,778
-105,854
697
$2.69M ﹤0.01%
38,188
+10,242
698
$2.68M ﹤0.01%
176,087
+50,440
699
$2.68M ﹤0.01%
+151,583
700
$2.65M ﹤0.01%
68,428
-160,491
26 27
28
29 30