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
701
$440K ﹤0.01%
42,814
+18,589
702
$440K ﹤0.01%
+6,602
703
$438K ﹤0.01%
+9,333
704
$437K ﹤0.01%
5,563
+1,836
705
$430K ﹤0.01%
+6,569
706
$420K ﹤0.01%
591
+190
707
$417K ﹤0.01%
+16,263
708
$414K ﹤0.01%
61,939
+25,924
709
$414K ﹤0.01%
2,940
-325,800
710
$411K ﹤0.01%
+7,486
711
$410K ﹤0.01%
+9,223
712
$410K ﹤0.01%
3,924
713
$408K ﹤0.01%
21,419
+9,898
714
$404K ﹤0.01%
+3,388
715
$403K ﹤0.01%
+6,173
716
$403K ﹤0.01%
2,596
-3,792
717
$391K ﹤0.01%
+20,574
718
$386K ﹤0.01%
+5,595
719
$384K ﹤0.01%
+3,057
720
$377K ﹤0.01%
3,150
+1,072
721
$375K ﹤0.01%
+20,591
722
$374K ﹤0.01%
+5,100
723
$372K ﹤0.01%
+150,000
724
$370K ﹤0.01%
+20,875
725
$370K ﹤0.01%
+180,533
27 28
29
30 31