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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.07M ﹤0.01%
5,205
+1,242
752
$2.07M ﹤0.01%
11,073
+2,493
753
$2.06M ﹤0.01%
37,203
+3,010
754
$2.05M ﹤0.01%
19,002
+9,268
755
$2.03M ﹤0.01%
35,012
+10,748
756
$2.03M ﹤0.01%
195,777
+2,695
757
$2M ﹤0.01%
10,439
+3,324
758
$1.99M ﹤0.01%
29,266
+593
759
$1.98M ﹤0.01%
119,302
+16,449
760
$1.97M ﹤0.01%
55,243
+9,145
761
$1.96M ﹤0.01%
51,824
+2,867
762
$1.96M ﹤0.01%
+50,399
763
$1.93M ﹤0.01%
16,595
+330
764
$1.91M ﹤0.01%
30,395
+7,337
765
$1.91M ﹤0.01%
3,050
+1,008
766
$1.89M ﹤0.01%
75,563
+15,703
767
$1.87M ﹤0.01%
16,369
+2,397
768
$1.87M ﹤0.01%
13,224
+3,430
769
$1.86M ﹤0.01%
5,806
+593
770
$1.84M ﹤0.01%
6,960
+2,077
771
$1.83M ﹤0.01%
6,766
+1,625
772
$1.82M ﹤0.01%
42,836
+11,586
773
$1.81M ﹤0.01%
25,867
+8,138
774
$1.8M ﹤0.01%
25,689
-24,725
775
$1.8M ﹤0.01%
8,296
+1,255
29 30
31
32 33