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
$40.8B
AUM Growth
+$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,191
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$269M
3
+$148M
4
FSV icon
FirstService
FSV
+$145M
5
QSR icon
Restaurant Brands International
QSR
+$120M

Top Sells

1
+$135M
2
+$105M
3
+$103M
4
STN icon
Stantec
STN
+$95.7M
5
CBM
Cambrex Corporation
CBM
+$94.8M

Sector Composition

1 Financials 25.65%
2 Industrials 12.17%
3 Technology 12.01%
4 Healthcare 10.96%
5 Energy 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$695K ﹤0.01%
+68,471
802
$688K ﹤0.01%
9,671
+5,902
803
$688K ﹤0.01%
9,367
+350
804
$686K ﹤0.01%
30,400
-5,350
805
$683K ﹤0.01%
2,834
+866
806
$681K ﹤0.01%
9,611
-339
807
$667K ﹤0.01%
5,358
+2,624
808
$665K ﹤0.01%
14,579
-450
809
$663K ﹤0.01%
2,907
+447
810
$662K ﹤0.01%
5,530
+1,378
811
$659K ﹤0.01%
4,360
+2,619
812
$656K ﹤0.01%
+13,943
813
$654K ﹤0.01%
+3,564
814
$653K ﹤0.01%
+6,074
815
$647K ﹤0.01%
12,650
-6,200
816
$639K ﹤0.01%
18,615
+6,510
817
$636K ﹤0.01%
+7,500
818
$632K ﹤0.01%
5,500
-18,293
819
$627K ﹤0.01%
3,106
+1,220
820
$623K ﹤0.01%
9,917
+4,014
821
$619K ﹤0.01%
8,573
+8
822
$617K ﹤0.01%
+10,060
823
$615K ﹤0.01%
2,521
+1,136
824
$612K ﹤0.01%
+8,200
825
$611K ﹤0.01%
13,550
-121,300
31 32
33
34 35