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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$486K ﹤0.01%
18,582
-171,748
802
$479K ﹤0.01%
5,340
+1,475
803
$471K ﹤0.01%
16,064
+1,295
804
$470K ﹤0.01%
8,460
+1,039
805
$468K ﹤0.01%
29,952
+8,022
806
$468K ﹤0.01%
10,700
-1,950
807
$465K ﹤0.01%
4,912
-59,166
808
$464K ﹤0.01%
16,968
+1,734
809
$462K ﹤0.01%
11,901
-964
810
$460K ﹤0.01%
3,357
+580
811
$460K ﹤0.01%
204,020
+1,567
812
$457K ﹤0.01%
1,581
+248
813
$457K ﹤0.01%
+6,532
814
$453K ﹤0.01%
4,089
+1,079
815
$452K ﹤0.01%
4,912
-446
816
$451K ﹤0.01%
20,710
-7,609
817
$449K ﹤0.01%
10,453
+5,700
818
$448K ﹤0.01%
16,629
+2,050
819
$448K ﹤0.01%
8,175
-49,565
820
$445K ﹤0.01%
26,550
+3,450
821
$444K ﹤0.01%
5,182
-1,263
822
$444K ﹤0.01%
7,887
+236
823
$436K ﹤0.01%
27,098
+409
824
$430K ﹤0.01%
559,878
+14,423
825
$426K ﹤0.01%
+34,857
31 32
33
34 35