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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$732K ﹤0.01%
4,375
-2,638
802
$729K ﹤0.01%
+6,302
803
$722K ﹤0.01%
29,352
-616
804
$714K ﹤0.01%
1,770
+675
805
$710K ﹤0.01%
17,638
-35,190
806
$704K ﹤0.01%
8,191
-250,556
807
$703K ﹤0.01%
41,919
-5,609
808
$699K ﹤0.01%
16,900
+4,621
809
$698K ﹤0.01%
11,200
-105,105
810
$693K ﹤0.01%
+7,350
811
$692K ﹤0.01%
36,048
+12,415
812
$689K ﹤0.01%
95,650
+8,487
813
$687K ﹤0.01%
10,837
-21,233
814
$687K ﹤0.01%
116,204
-20,306
815
$686K ﹤0.01%
38,387
-83,317
816
$667K ﹤0.01%
+19,950
817
$666K ﹤0.01%
93,280
+43,725
818
$666K ﹤0.01%
6,500
-34,300
819
$664K ﹤0.01%
33,223
+2,443
820
$649K ﹤0.01%
30,365
-19,900
821
$643K ﹤0.01%
+4,700
822
$633K ﹤0.01%
53,587
-29,547
823
$629K ﹤0.01%
40,771
-6,361
824
$624K ﹤0.01%
1,238
-120
825
$621K ﹤0.01%
+13,298
31 32
33
34 35