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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$265K ﹤0.01%
3,849
-61
727
$263K ﹤0.01%
2,478
+158
728
$263K ﹤0.01%
7,860
729
$259K ﹤0.01%
13,774
-131,105
730
$257K ﹤0.01%
+7,000
731
$257K ﹤0.01%
+6,563
732
$254K ﹤0.01%
5,897
733
$254K ﹤0.01%
+3,411
734
$253K ﹤0.01%
+7,046
735
$249K ﹤0.01%
20,539
736
$249K ﹤0.01%
195
737
$246K ﹤0.01%
4,539
738
$244K ﹤0.01%
5,114
-8,351,899
739
$243K ﹤0.01%
+8,000
740
$242K ﹤0.01%
5,332
-9,096
741
$242K ﹤0.01%
5,500
+200
742
$239K ﹤0.01%
5,784
-1,649
743
$233K ﹤0.01%
4,937
+256
744
$231K ﹤0.01%
+6,212
745
$230K ﹤0.01%
+4,588
746
$226K ﹤0.01%
3,400
747
$226K ﹤0.01%
+6,107
748
$224K ﹤0.01%
35,285
-1,119
749
$222K ﹤0.01%
+3,203
750
$222K ﹤0.01%
8,862
-15,020
28 29
30
31 32