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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$844K ﹤0.01%
120,539
702
$836K ﹤0.01%
18,975
703
$835K ﹤0.01%
4,990
+1,543
704
$828K ﹤0.01%
9,938
+4,286
705
$821K ﹤0.01%
10,781
+3,131
706
$820K ﹤0.01%
17,903
+2,282
707
$818K ﹤0.01%
13,953
+1,257
708
$811K ﹤0.01%
19,044
-58,509
709
$799K ﹤0.01%
12,840
+9,326
710
$798K ﹤0.01%
+50,000
711
$790K ﹤0.01%
+180,000
712
$787K ﹤0.01%
22,482
+15,522
713
$765K ﹤0.01%
+18,544
714
$739K ﹤0.01%
53,530
715
$738K ﹤0.01%
8,678
+1,219
716
$736K ﹤0.01%
14,655
+900
717
$735K ﹤0.01%
28,455
+4,555
718
$734K ﹤0.01%
15,800
719
$732K ﹤0.01%
7,330
+1,494
720
$731K ﹤0.01%
14,824
+1,471
721
$716K ﹤0.01%
398,589
-7,467
722
$713K ﹤0.01%
1,062
+165
723
$711K ﹤0.01%
+5,092
724
$699K ﹤0.01%
17,270
+4,259
725
$699K ﹤0.01%
+11,200
27 28
29
30 31