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
751
$297K ﹤0.01%
6,508
+1,569
752
$293K ﹤0.01%
+4,427
753
$289K ﹤0.01%
10,171
+3,030
754
$289K ﹤0.01%
+5,747
755
$289K ﹤0.01%
21,018
756
$285K ﹤0.01%
17,741
757
$281K ﹤0.01%
+8,094
758
$281K ﹤0.01%
4,000
-11,200
759
$272K ﹤0.01%
+113,911
760
$269K ﹤0.01%
+7,600
761
$269K ﹤0.01%
+8,429
762
$268K ﹤0.01%
4,703
+330
763
$267K ﹤0.01%
+76
764
$266K ﹤0.01%
15,715
+4,700
765
$261K ﹤0.01%
+14,256
766
$260K ﹤0.01%
+2,089
767
$260K ﹤0.01%
774
+168
768
$259K ﹤0.01%
56,523
+16,844
769
$258K ﹤0.01%
+3,565
770
$256K ﹤0.01%
+14,687
771
$255K ﹤0.01%
14,304
+2,338
772
$254K ﹤0.01%
+10,530
773
$250K ﹤0.01%
+2,563
774
$249K ﹤0.01%
6,406
+1,909
775
$246K ﹤0.01%
883
+327
29 30
31
32 33