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
$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
51
$188M 0.45%
4,910,280
+4,824,903
52
$178M 0.43%
+1,917,910
53
$173M 0.42%
4,707,475
+2,739,650
54
$164M 0.4%
643,773
+325,782
55
$161M 0.39%
1,952,030
-148,001
56
$160M 0.39%
6,233,670
+4,027,120
57
$154M 0.37%
3,028,391
+1,263,019
58
$153M 0.37%
8,456,050
+5,574,481
59
$148M 0.36%
7,948,059
+2,068,070
60
$147M 0.35%
2,021,494
+924,038
61
$146M 0.35%
1,985,993
+1,456,337
62
$146M 0.35%
754,553
+103,153
63
$143M 0.34%
3,985,302
-70,532
64
$137M 0.33%
2,958,936
+2,845,310
65
$137M 0.33%
1,239,733
+1,132,233
66
$132M 0.32%
1,250,822
+854,800
67
$126M 0.3%
4,130,727
+2,124,502
68
$125M 0.3%
16,418,931
+1,264,220
69
$124M 0.3%
1,077,868
+375,575
70
$118M 0.28%
+821,416
71
$117M 0.28%
1,071,178
+142,382
72
$115M 0.28%
973,410
+717,320
73
$114M 0.28%
4,362,637
-189,770
74
$114M 0.27%
743,065
+159,195
75
$114M 0.27%
2,979,528
+2,142,906
1 2
3
4 5