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
701
$845K ﹤0.01%
2,111
702
$838K ﹤0.01%
67,375
-48,055
703
$836K ﹤0.01%
5,593
+231
704
$826K ﹤0.01%
6,864
+878
705
$821K ﹤0.01%
55,349
+8,641
706
$807K ﹤0.01%
10,108
-12,439
707
$803K ﹤0.01%
13,805
+1,700
708
$801K ﹤0.01%
+14,565
709
$800K ﹤0.01%
19,690
+4,020
710
$799K ﹤0.01%
+18,492
711
$798K ﹤0.01%
603,592
-570,300
712
$795K ﹤0.01%
+89,663
713
$793K ﹤0.01%
+31,005
714
$789K ﹤0.01%
11,100
+1,655
715
$782K ﹤0.01%
41,977
+16,829
716
$780K ﹤0.01%
13,350
-7,609
717
$779K ﹤0.01%
29,384
-35,100
718
$779K ﹤0.01%
+22,500
719
$775K ﹤0.01%
11,747
-14,200
720
$772K ﹤0.01%
29,976
-51,472
721
$772K ﹤0.01%
5,168
-73
722
$769K ﹤0.01%
45,950
723
$769K ﹤0.01%
+83,500
724
$760K ﹤0.01%
39,833
-1,400
725
$759K ﹤0.01%
24,633
-10,627
27 28
29
30 31