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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$239K ﹤0.01%
+10,279
777
$237K ﹤0.01%
+3,400
778
$230K ﹤0.01%
+1,469
779
$230K ﹤0.01%
22,689
+8,285
780
$227K ﹤0.01%
+7,368
781
$225K ﹤0.01%
+1,077
782
$223K ﹤0.01%
+14,300
783
$222K ﹤0.01%
55,009
+9,574
784
$219K ﹤0.01%
+10,800
785
$216K ﹤0.01%
15,002
786
$215K ﹤0.01%
+3,892
787
$213K ﹤0.01%
+4,509
788
$212K ﹤0.01%
+4,000
789
$210K ﹤0.01%
38,060
790
$209K ﹤0.01%
2,873
-2,888
791
$205K ﹤0.01%
+1,434
792
$204K ﹤0.01%
+543
793
$202K ﹤0.01%
+3,400
794
$202K ﹤0.01%
+1,006
795
$201K ﹤0.01%
39,900
796
$197K ﹤0.01%
34,334
797
$179K ﹤0.01%
+14,175
798
$175K ﹤0.01%
18,354
+5,469
799
$175K ﹤0.01%
18,638
800
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