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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$665K ﹤0.01%
10,221
-48,431
752
$660K ﹤0.01%
90,190
-7,723
753
$659K ﹤0.01%
126,400
754
$654K ﹤0.01%
60,840
-22,542
755
$652K ﹤0.01%
7,535
-46
756
$649K ﹤0.01%
10,840
-4,826
757
$636K ﹤0.01%
1,961
+131
758
$636K ﹤0.01%
11,021
-98
759
$635K ﹤0.01%
7,085
+1,095
760
$635K ﹤0.01%
5,300
-2,150
761
$632K ﹤0.01%
10,100
-2,800
762
$632K ﹤0.01%
1,299,700
763
$629K ﹤0.01%
31,320
+3,630
764
$627K ﹤0.01%
23,494
+16,560
765
$626K ﹤0.01%
15,450
-14,250
766
$625K ﹤0.01%
11,477
+201
767
$624K ﹤0.01%
6,262
+762
768
$619K ﹤0.01%
+177,878
769
$618K ﹤0.01%
108,234
-2,814
770
$617K ﹤0.01%
+4,231
771
$616K ﹤0.01%
5,081
+721
772
$614K ﹤0.01%
45,950
773
$610K ﹤0.01%
46,708
-17,945
774
$608K ﹤0.01%
8,054
-880
775
$604K ﹤0.01%
81,573
-69,285
29 30
31
32 33