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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.18M ﹤0.01%
12,504
-54,171
727
$1.17M ﹤0.01%
47,245
-600
728
$1.16M ﹤0.01%
182,826
729
$1.15M ﹤0.01%
19,508
-241,324
730
$1.14M ﹤0.01%
20,219
+13,924
731
$1.14M ﹤0.01%
24,136
+12,619
732
$1.13M ﹤0.01%
41,640
-5,250
733
$1.13M ﹤0.01%
22,250
+2,887
734
$1.12M ﹤0.01%
+72,965
735
$1.11M ﹤0.01%
2,838
-274
736
$1.1M ﹤0.01%
8,443
-1,530
737
$1.09M ﹤0.01%
9,261
-1,758
738
$1.08M ﹤0.01%
13,857
+1,177
739
$1.07M ﹤0.01%
36,664
-6,122
740
$1.06M ﹤0.01%
46,872
-2,538
741
$1.06M ﹤0.01%
37,064
-20,280
742
$1.06M ﹤0.01%
181,410
+27,951
743
$1.05M ﹤0.01%
26,122
-2,848
744
$1.04M ﹤0.01%
54,900
-8,450
745
$1.04M ﹤0.01%
19,466
-13,732
746
$1.03M ﹤0.01%
29,829
-4,568
747
$1.03M ﹤0.01%
1,649,100
748
$1.01M ﹤0.01%
7,884
+5,518
749
$1.01M ﹤0.01%
32,135
-51,140
750
$990K ﹤0.01%
7,429
-29,346
28 29
30
31 32