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
701
$2.65M ﹤0.01%
11,074
+3,393
702
$2.65M ﹤0.01%
55,519
+368
703
$2.64M ﹤0.01%
36,622
-20,023
704
$2.62M ﹤0.01%
77,497
+1,334
705
$2.62M ﹤0.01%
123,524
+14,864
706
$2.6M ﹤0.01%
28,885
-93,024
707
$2.59M ﹤0.01%
+36,014
708
$2.57M ﹤0.01%
17,253
+2,259
709
$2.53M ﹤0.01%
256,596
+52,538
710
$2.53M ﹤0.01%
249,496
+13,100
711
$2.51M ﹤0.01%
31,211
-92,048
712
$2.48M ﹤0.01%
26,092
-17,376
713
$2.48M ﹤0.01%
10,995
-17,548
714
$2.47M ﹤0.01%
37,241
+2,560
715
$2.46M ﹤0.01%
31,344
+8,577
716
$2.46M ﹤0.01%
+50,337
717
$2.45M ﹤0.01%
20,011
+5,357
718
$2.44M ﹤0.01%
9,006
+544
719
$2.44M ﹤0.01%
+133,157
720
$2.43M ﹤0.01%
55,949
+30,492
721
$2.43M ﹤0.01%
32,898
722
$2.42M ﹤0.01%
29,417
+7,693
723
$2.41M ﹤0.01%
69,540
+10,548
724
$2.39M ﹤0.01%
20,529
+6,194
725
$2.38M ﹤0.01%
6,659
+2,921
27 28
29
30 31