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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$467K ﹤0.01%
3,244
+694
802
$466K ﹤0.01%
795
+50
803
$465K ﹤0.01%
42,604
+173
804
$463K ﹤0.01%
25,410
+4,215
805
$453K ﹤0.01%
10,800
+2,580
806
$450K ﹤0.01%
+6,400
807
$447K ﹤0.01%
2,814
+885
808
$446K ﹤0.01%
31,381
809
$444K ﹤0.01%
22,649
810
$443K ﹤0.01%
1,283
+271
811
$442K ﹤0.01%
67,319
+23,500
812
$442K ﹤0.01%
1,028
+385
813
$437K ﹤0.01%
55,939
814
$434K ﹤0.01%
24,211
-84,217
815
$433K ﹤0.01%
12,966
+2,132
816
$432K ﹤0.01%
4,384
-12,881
817
$432K ﹤0.01%
4,101
+1,544
818
$430K ﹤0.01%
+6,200
819
$426K ﹤0.01%
5,200
+2,272
820
$425K ﹤0.01%
87,000
+41,200
821
$422K ﹤0.01%
+23,125
822
$420K ﹤0.01%
8,534
+823
823
$420K ﹤0.01%
+26,650
824
$417K ﹤0.01%
4,490
+777
825
$416K ﹤0.01%
3,459
+1,330
31 32
33
34 35