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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$368K ﹤0.01%
24,107
727
$366K ﹤0.01%
+1,363
728
$365K ﹤0.01%
2,580
+762
729
$360K ﹤0.01%
4,118
+1,154
730
$356K ﹤0.01%
20,308
+6,051
731
$351K ﹤0.01%
+10,600
732
$347K ﹤0.01%
+83,400
733
$344K ﹤0.01%
1,929
734
$342K ﹤0.01%
+7,956
735
$341K ﹤0.01%
42,418
736
$338K ﹤0.01%
40,286
737
$337K ﹤0.01%
5,021
-4,083
738
$337K ﹤0.01%
+2,311
739
$336K ﹤0.01%
+2,240
740
$336K ﹤0.01%
+33,000
741
$335K ﹤0.01%
23,820
+11,348
742
$327K ﹤0.01%
37,810
743
$323K ﹤0.01%
+10,652
744
$311K ﹤0.01%
+5,987
745
$309K ﹤0.01%
29,639
746
$306K ﹤0.01%
2,109
+348
747
$300K ﹤0.01%
+7,770
748
$298K ﹤0.01%
+47,208
749
$298K ﹤0.01%
+2,843
750
$297K ﹤0.01%
+3,701
28 29
30
31 32