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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$983K ﹤0.01%
+54,000
752
$974K ﹤0.01%
3,338
+183
753
$971K ﹤0.01%
49,362
754
$966K ﹤0.01%
4,298
-3,224
755
$965K ﹤0.01%
60,669
756
$952K ﹤0.01%
21,310
-3,787
757
$952K ﹤0.01%
18,850
758
$951K ﹤0.01%
60,219
759
$948K ﹤0.01%
+57,850
760
$943K ﹤0.01%
+12,300
761
$936K ﹤0.01%
12,534
-173,172
762
$936K ﹤0.01%
35,750
763
$933K ﹤0.01%
13,974
+1,563
764
$928K ﹤0.01%
15,510
-7
765
$920K ﹤0.01%
35,069
766
$918K ﹤0.01%
51,093
+1,092
767
$909K ﹤0.01%
26,074
-70,754
768
$901K ﹤0.01%
60,604
769
$899K ﹤0.01%
16,315
-1,114
770
$872K ﹤0.01%
+7,569
771
$863K ﹤0.01%
11,808
+742
772
$851K ﹤0.01%
55,531
773
$845K ﹤0.01%
7,336
+4,800
774
$845K ﹤0.01%
205,187
-1,200
775
$840K ﹤0.01%
21,610
29 30
31
32 33