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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$655K ﹤0.01%
10,241
-7,488
752
$655K ﹤0.01%
44,790
-40,920
753
$654K ﹤0.01%
12,083
-1,068
754
$646K ﹤0.01%
64,830
-16,743
755
$638K ﹤0.01%
17,423
-16,106
756
$637K ﹤0.01%
48,512
+24,496
757
$637K ﹤0.01%
+2,903
758
$633K ﹤0.01%
18,152
-430
759
$631K ﹤0.01%
+41,825
760
$630K ﹤0.01%
31,962
+4,864
761
$623K ﹤0.01%
5,052
+1,106
762
$621K ﹤0.01%
16,230
-738
763
$594K ﹤0.01%
38,610
-210,481
764
$591K ﹤0.01%
+5,566
765
$588K ﹤0.01%
+2,319
766
$585K ﹤0.01%
31,791
-136,606
767
$584K ﹤0.01%
6,532
768
$583K ﹤0.01%
75,540
+37,201
769
$575K ﹤0.01%
10,650
-3,710
770
$571K ﹤0.01%
9,887
-2,138
771
$565K ﹤0.01%
10,279
+58
772
$563K ﹤0.01%
8,227
+52
773
$562K ﹤0.01%
59,027
+10,581
774
$562K ﹤0.01%
+11,298
775
$560K ﹤0.01%
84,817
+7,619
29 30
31
32 33