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
701
$339K ﹤0.01%
7,480
702
$339K ﹤0.01%
11,898
703
$338K ﹤0.01%
12,509
704
$336K ﹤0.01%
5,463
705
$329K ﹤0.01%
21,229
+2,500
706
$328K ﹤0.01%
4,948
707
$328K ﹤0.01%
10,774
708
$326K ﹤0.01%
+22,200
709
$321K ﹤0.01%
+4,027
710
$320K ﹤0.01%
12,297
711
$317K ﹤0.01%
37,618
-1,751
712
$313K ﹤0.01%
+6,223
713
$312K ﹤0.01%
76,300
714
$307K ﹤0.01%
29,738
715
$302K ﹤0.01%
+3,600
716
$302K ﹤0.01%
16,473
+1,052
717
$300K ﹤0.01%
+10,888
718
$298K ﹤0.01%
+11,808
719
$295K ﹤0.01%
6,091
+234
720
$285K ﹤0.01%
+8,420
721
$283K ﹤0.01%
8,071
722
$281K ﹤0.01%
+8,530
723
$279K ﹤0.01%
+26,413
724
$278K ﹤0.01%
+5,611
725
$269K ﹤0.01%
3,716
27 28
29
30 31