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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$605K ﹤0.01%
9,644
+292
752
$603K ﹤0.01%
15,980
753
$603K ﹤0.01%
8,648
+1,696
754
$594K ﹤0.01%
4,390
+239
755
$591K ﹤0.01%
27,783
+9,318
756
$591K ﹤0.01%
24,466
757
$585K ﹤0.01%
5,967
+724
758
$584K ﹤0.01%
+3,900
759
$581K ﹤0.01%
+22,750
760
$580K ﹤0.01%
+16,146
761
$576K ﹤0.01%
14,050
+6,250
762
$573K ﹤0.01%
5,318
-6,012
763
$572K ﹤0.01%
19,457
764
$570K ﹤0.01%
+167,225
765
$568K ﹤0.01%
11,165
+2,582
766
$567K ﹤0.01%
14,172
+2,224
767
$554K ﹤0.01%
4,461
+152
768
$553K ﹤0.01%
31,590
769
$547K ﹤0.01%
5,280
+1,156
770
$546K ﹤0.01%
19,050
-21,320
771
$543K ﹤0.01%
1,987
-49,499
772
$539K ﹤0.01%
40,829
+18,717
773
$533K ﹤0.01%
10,121
-86,339
774
$533K ﹤0.01%
+30,100
775
$531K ﹤0.01%
1,810
+542
29 30
31
32 33