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
776
$595K ﹤0.01%
8,923
-2,161
777
$592K ﹤0.01%
17,132
-49,830
778
$589K ﹤0.01%
3,466
+360
779
$584K ﹤0.01%
12,532
-1,018
780
$570K ﹤0.01%
78,721
-611
781
$565K ﹤0.01%
+61,551
782
$561K ﹤0.01%
8,477
-1,687
783
$558K ﹤0.01%
+71,678
784
$557K ﹤0.01%
15,473
-3,857
785
$552K ﹤0.01%
5,986
-1,384
786
$549K ﹤0.01%
376,456
-171,186
787
$548K ﹤0.01%
6,650
+50
788
$538K ﹤0.01%
9,445
-166
789
$535K ﹤0.01%
47,750
-9,649
790
$524K ﹤0.01%
13,151
-6,484
791
$521K ﹤0.01%
3,287
+380
792
$516K ﹤0.01%
68,195
+172
793
$508K ﹤0.01%
23,400
-9,212
794
$507K ﹤0.01%
6,692
+426
795
$506K ﹤0.01%
6,034
+964
796
$502K ﹤0.01%
+53,616
797
$499K ﹤0.01%
5,300
+2,600
798
$496K ﹤0.01%
40,229
-107,336
799
$494K ﹤0.01%
3,439
+464
800
$492K ﹤0.01%
9,095
+966
30 31
32
33 34