Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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
51
$48M 0.44%
936,800
-54,600
52
$48M 0.44%
2,029,776
-217,672
53
$47.8M 0.43%
807,649
+98,517
54
$46.9M 0.43%
3,426,273
-585,500
55
$46.8M 0.42%
746,950
+46,035
56
$46.6M 0.42%
353,599
+88,812
57
$46.6M 0.42%
1,633,470
-166,500
58
$46.4M 0.42%
433,959
-86,314
59
$45.8M 0.42%
687,200
-40,600
60
$45.6M 0.41%
362,435
-51,728
61
$44.6M 0.4%
501,201
-70,299
62
$43.7M 0.4%
498,222
+38,681
63
$43.4M 0.39%
1,463,040
-326,060
64
$43.3M 0.39%
567,982
-606,690
65
$40.7M 0.37%
580,391
-12,265
66
$40.2M 0.36%
502,720
-177,680
67
$38.4M 0.35%
423,400
+20,650
68
$38.2M 0.35%
929,721
+25,050
69
$38.1M 0.35%
724,008
+499,008
70
$38M 0.35%
1,247,756
-35,526
71
$38M 0.34%
42,617
-6,623
72
$36.6M 0.33%
813,218
+70,000
73
$36.4M 0.33%
1,104,322
+776,358
74
$35.3M 0.32%
1,093,028
+26,922
75
$35.1M 0.32%
14,669
+7,138
1 2
3
4 5