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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-1,600,800
777
– –
-35,882
778
– –
-296,697
779
– –
-47,900
780
– –
-625,000
781
– –
-21,546
782
– –
-3,833,841
783
– –
-2,120
784
– –
-16,193
785
– –
-9,392,300
786
– –
-5,499
787
– –
-109,505
788
– –
-10,938
789
– –
-30,083
790
– –
-220,000
791
– –
-10,075
792
– –
-4,551,442
793
– –
-82,059
794
– –
-7,139
795
– –
-338,000
796
– –
-16,348
797
– –
-4,306
798
– –
-491,968
799
– –
-11,969
800
– –
-208,420
30 31
32
33 34