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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$162M 0.52%
2,442,412
+1,126,637
52
$159M 0.51%
641,220
-196,172
53
$154M 0.5%
1,503,329
+917,948
54
$154M 0.5%
629,652
+556,703
55
$154M 0.49%
2,872,022
-115,000
56
$146M 0.47%
1,137,294
+1,134,865
57
$143M 0.46%
1,946,653
+564,489
58
$134M 0.43%
20,493,571
+508,539
59
$133M 0.43%
767,893
+157,913
60
$132M 0.43%
1,582,232
+1,330,554
61
$132M 0.42%
2,634,674
+814,495
62
$121M 0.39%
381,589
+80,772
63
$121M 0.39%
3,196,815
+40
64
$120M 0.39%
2,067,283
+371,567
65
$120M 0.39%
3,093,525
-2,337,971
66
$120M 0.39%
129,416
+2,358
67
$119M 0.38%
1,511,431
+1,464,498
68
$118M 0.38%
2,458,846
+877,616
69
$116M 0.37%
1,245,669
-612,060
70
$116M 0.37%
759,159
-179,697
71
$115M 0.37%
17,487,640
-1,524,720
72
$114M 0.37%
5,353,017
-878,545
73
$112M 0.36%
6,128,680
+1,332,204
74
$112M 0.36%
2,059,181
+199,439
75
$111M 0.36%
3,404,863
+647,730
1 2
3
4 5