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
$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
51
$199M 0.53%
874,805
+291,795
52
$195M 0.52%
3,204,722
+332,700
53
$192M 0.51%
582,444
-47,208
54
$192M 0.51%
609,882
-31,338
55
$186M 0.5%
6,917,323
+788,643
56
$185M 0.49%
626,264
-23,831
57
$180M 0.48%
7,240,754
-2,038,955
58
$168M 0.45%
1,021,900
+949,900
59
$166M 0.44%
4,135,113
+3,045,554
60
$165M 0.44%
1,184,946
+100,101
61
$160M 0.43%
3,011,431
+864,201
62
$159M 0.43%
2,770,077
+311,231
63
$159M 0.42%
888,321
-541,458
64
$158M 0.42%
3,351,006
+154,191
65
$154M 0.41%
2,650,196
+410,616
66
$153M 0.41%
2,168,936
+101,653
67
$151M 0.4%
2,141,661
+1,334,549
68
$149M 0.4%
412,180
+26,214
69
$149M 0.4%
15,691,720
-1,795,920
70
$149M 0.4%
341,794
-39,795
71
$147M 0.39%
3,341,429
+247,904
72
$147M 0.39%
1,208,864
+121,449
73
$146M 0.39%
2,221,533
+162,352
74
$145M 0.39%
1,589,694
+78,263
75
$145M 0.39%
891,455
+123,562
1 2
3
4 5