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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$727K ﹤0.01%
85,710
+39,650
727
$724K ﹤0.01%
282
-1,314
728
$723K ﹤0.01%
24,051
+4,516
729
$722K ﹤0.01%
28,906
+1,823
730
$719K ﹤0.01%
15,601
-57,438
731
$716K ﹤0.01%
2,100
-750
732
$714K ﹤0.01%
98,371
+60,761
733
$714K ﹤0.01%
208,239
-84,296
734
$711K ﹤0.01%
19,231
-3,679
735
$709K ﹤0.01%
5,362
-8,946
736
$704K ﹤0.01%
122,308
+94,575
737
$703K ﹤0.01%
2,439
+1,567
738
$700K ﹤0.01%
34,093
-47,720
739
$698K ﹤0.01%
60,271
-3,004,082
740
$693K ﹤0.01%
+48,391
741
$692K ﹤0.01%
24,040
+3,990
742
$692K ﹤0.01%
1,344,666
+1,046,830
743
$690K ﹤0.01%
+2,328
744
$687K ﹤0.01%
418
-175
745
$684K ﹤0.01%
49,163
-437
746
$679K ﹤0.01%
3,700
-650
747
$673K ﹤0.01%
+35,867
748
$667K ﹤0.01%
5,241
+576
749
$666K ﹤0.01%
+360,250
750
$666K ﹤0.01%
3,343
-1,669
28 29
30
31 32