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
751
$218K ﹤0.01%
+9,688
752
$214K ﹤0.01%
+6,800
753
$209K ﹤0.01%
+4,222
754
$208K ﹤0.01%
+1,864
755
$205K ﹤0.01%
+3,956
756
$201K ﹤0.01%
3,106
-7,999
757
$186K ﹤0.01%
+2,932
758
$183K ﹤0.01%
+15,250
759
$174K ﹤0.01%
+12,500
760
$165K ﹤0.01%
39,900
761
$159K ﹤0.01%
+18,997
762
$151K ﹤0.01%
25,969
763
$149K ﹤0.01%
12,820
764
$146K ﹤0.01%
+11,566
765
– –
0
766
$127K ﹤0.01%
+22,627
767
$112K ﹤0.01%
10,000
-218,000
768
$112K ﹤0.01%
20,345
+1,385
769
$107K ﹤0.01%
32,545
-348,665
770
$98K ﹤0.01%
+4,923
771
$94K ﹤0.01%
13,867
+3,308
772
$84K ﹤0.01%
162
773
$76K ﹤0.01%
10,000
774
$56K ﹤0.01%
96,265
+3,430
775
$45K ﹤0.01%
1,285
29 30
31
32 33