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
776
$547K ﹤0.01%
20,103
+3,261
777
$546K ﹤0.01%
+27,200
778
$541K ﹤0.01%
8,504
+44
779
$541K ﹤0.01%
1,620
+39
780
$533K ﹤0.01%
+1,924
781
$530K ﹤0.01%
5,922
-340
782
$530K ﹤0.01%
16,652
-6,842
783
$516K ﹤0.01%
2,600
-1,100
784
$516K ﹤0.01%
4,162
+73
785
$514K ﹤0.01%
1,500
-600
786
$512K ﹤0.01%
6,962
+1,053
787
$510K ﹤0.01%
5,864
+2,048
788
$510K ﹤0.01%
4,450
-850
789
$509K ﹤0.01%
29,117
+5,717
790
$506K ﹤0.01%
3,569
+121
791
$498K ﹤0.01%
24,068
-10,789
792
$497K ﹤0.01%
+4,651
793
$493K ﹤0.01%
+4,448
794
$490K ﹤0.01%
3,022
-335
795
$490K ﹤0.01%
2,671
+207
796
$484K ﹤0.01%
1,072
-753
797
$477K ﹤0.01%
1,738
+64
798
$476K ﹤0.01%
6,600
-50
799
$472K ﹤0.01%
4,200
-1,100
800
$472K ﹤0.01%
5,738
-2,149
30 31
32
33 34