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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366M 0.52%
1,173,652
-621,692
52
$365M 0.52%
3,892,865
+56,283
53
$358M 0.51%
3,013,948
-41,028
54
$342M 0.49%
641,298
-88,481
55
$340M 0.48%
3,731,800
-179,500
56
$331M 0.47%
3,488,458
-359,377
57
$329M 0.47%
628,768
-67,177
58
$327M 0.47%
4,912,807
+717,867
59
$318M 0.45%
866,902
+223,618
60
$310M 0.44%
1,169,209
+17,343
61
$307M 0.44%
1,802,509
+93,534
62
$306M 0.43%
728,398
-32,194
63
$304M 0.43%
1,287,672
-39,248
64
$303M 0.43%
15,614,848
+296,472
65
$300M 0.43%
1,824,967
+1,782,110
66
$281M 0.4%
3,204,440
-541,970
67
$280M 0.4%
2,500,209
+1,939,273
68
$280M 0.4%
894,943
-71,637
69
$276M 0.39%
1,756,344
+242,196
70
$275M 0.39%
6,036,617
-93,836
71
$275M 0.39%
2,251,170
-55,127
72
$273M 0.39%
1,954,652
-928,408
73
$271M 0.39%
19,481,233
+7,035,004
74
$262M 0.37%
9,273,707
+2,018,961
75
$260M 0.37%
3,631,115
+753,705
1 2
3
4 5