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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$472K ﹤0.01%
10,360
+2,163
802
$472K ﹤0.01%
2,702
+30
803
$463K ﹤0.01%
7,600
-2,500
804
$461K ﹤0.01%
6,920
+180
805
$456K ﹤0.01%
3,294
-166
806
$454K ﹤0.01%
+30,554
807
$450K ﹤0.01%
1,017
+39
808
$445K ﹤0.01%
14,850
-1,150
809
$442K ﹤0.01%
+11,900
810
$436K ﹤0.01%
+5,944
811
$433K ﹤0.01%
+2,401
812
$430K ﹤0.01%
14,579
-2,050
813
$428K ﹤0.01%
8,552
+622
814
$425K ﹤0.01%
3,050
+127
815
$424K ﹤0.01%
4,427
-755
816
$423K ﹤0.01%
11,500
-7,960
817
$422K ﹤0.01%
+7,983
818
$420K ﹤0.01%
192,850
-167,400
819
$417K ﹤0.01%
1,789
-202
820
$413K ﹤0.01%
20,750
-5,800
821
$407K ﹤0.01%
6,100
-27,441
822
$406K ﹤0.01%
19,230
-94,707
823
$404K ﹤0.01%
+17,016
824
$403K ﹤0.01%
4,134
+149
825
$402K ﹤0.01%
4,499
-562,697
31 32
33
34 35