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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$94.9M
3 +$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1 +$661M
2 +$611M
3 +$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$286M 0.48%
1,086,620
-131,184
52
$285M 0.48%
2,869,805
-328,232
53
$282M 0.47%
2,069,029
-17,450
54
$276M 0.46%
2,490,894
+12,531
55
$274M 0.46%
6,249,817
-512,985
56
$270M 0.45%
9,126,824
-570,431
57
$268M 0.45%
2,652,318
-66,678
58
$268M 0.45%
1,040,064
+27,831
59
$267M 0.45%
1,571,984
-127,569
60
$242M 0.4%
1,597,070
-446,288
61
$241M 0.4%
12,426,694
-21,898
62
$237M 0.4%
2,372,447
-31,674
63
$228M 0.38%
1,864,158
+776,456
64
$218M 0.36%
2,661,625
+236,106
65
$215M 0.36%
2,891,480
+160,832
66
$213M 0.36%
4,503,210
+515,172
67
$212M 0.35%
5,295,403
-66,690
68
$211M 0.35%
10,715,231
+76,649
69
$210M 0.35%
1,622,684
+296,551
70
$207M 0.35%
999,771
+62,254
71
$206M 0.34%
3,686,950
+20,510
72
$206M 0.34%
2,067,700
+28,100
73
$202M 0.34%
153,350
-440
74
$201M 0.34%
2,742,588
+123,624
75
$201M 0.34%
2,551,586
+323,458