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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$753K ﹤0.01%
24,385
+14,353
727
$752K ﹤0.01%
11,739
+3,685
728
$751K ﹤0.01%
72,766
-344
729
$749K ﹤0.01%
27,942
-14,076
730
$740K ﹤0.01%
79,800
-37,450
731
$738K ﹤0.01%
54,334
-47,288
732
$734K ﹤0.01%
+6,041
733
$734K ﹤0.01%
+33,049
734
$731K ﹤0.01%
412
-6
735
$730K ﹤0.01%
+33,520
736
$726K ﹤0.01%
34,677
-87,085
737
$724K ﹤0.01%
48,725
-1,298,091
738
$723K ﹤0.01%
18,750
+8,849
739
$716K ﹤0.01%
48,049
-62,382
740
$715K ﹤0.01%
74,970
-31,959
741
$712K ﹤0.01%
+3,121
742
$705K ﹤0.01%
3,550
-4,067
743
$701K ﹤0.01%
433,946
-125,932
744
$696K ﹤0.01%
26,658
+16,820
745
$689K ﹤0.01%
64,670
-42,900
746
$689K ﹤0.01%
26,589
-7,504
747
$686K ﹤0.01%
45,850
-71,400
748
$682K ﹤0.01%
20,439
-12,494
749
$665K ﹤0.01%
+98,580
750
$656K ﹤0.01%
+13,586
28 29
30
31 32