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
776
$1.79M ﹤0.01%
49,170
+14,770
777
$1.79M ﹤0.01%
19,441
+3,506
778
$1.79M ﹤0.01%
8,562
+4,439
779
$1.78M ﹤0.01%
97,890
+14,270
780
$1.78M ﹤0.01%
6,799
-4,738
781
$1.78M ﹤0.01%
22,936
-37,015
782
$1.74M ﹤0.01%
33,989
+7,135
783
$1.71M ﹤0.01%
21,108
+4,488
784
$1.7M ﹤0.01%
24,410
+5,644
785
$1.7M ﹤0.01%
364,100
+111,600
786
$1.68M ﹤0.01%
69,234
+19,316
787
$1.68M ﹤0.01%
39,289
+11,417
788
$1.67M ﹤0.01%
69,557
+26,240
789
$1.65M ﹤0.01%
12,702
-1,245
790
$1.64M ﹤0.01%
33,062
+9,110
791
$1.64M ﹤0.01%
65,175
+16,690
792
$1.61M ﹤0.01%
18,069
+1,989
793
$1.61M ﹤0.01%
29,093
+6,344
794
$1.6M ﹤0.01%
54,617
+37,819
795
$1.59M ﹤0.01%
33,277
+8,777
796
$1.59M ﹤0.01%
3,373
-17,301
797
$1.58M ﹤0.01%
11,460
+434
798
$1.58M ﹤0.01%
15,336
+2,097
799
$1.58M ﹤0.01%
3,181
+619
800
$1.56M ﹤0.01%
24,207
+5,128
30 31
32
33 34