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
826
$413K ﹤0.01%
9,329
+2,526
827
$407K ﹤0.01%
7,152
+2,778
828
$406K ﹤0.01%
+63,000
829
$403K ﹤0.01%
445
-1,600
830
$402K ﹤0.01%
12,301
+4,613
831
$400K ﹤0.01%
6,494
+1,708
832
$400K ﹤0.01%
5,855
+1,952
833
$398K ﹤0.01%
3,758
+1,339
834
$396K ﹤0.01%
2,917
+767
835
$394K ﹤0.01%
49,007
-29,600
836
$394K ﹤0.01%
9,043
+3,387
837
$394K ﹤0.01%
4,847
+1,851
838
$390K ﹤0.01%
+5,587
839
$386K ﹤0.01%
+13,916
840
$383K ﹤0.01%
2,737
+528
841
$383K ﹤0.01%
20,875
842
$381K ﹤0.01%
4,149
+1,760
843
$381K ﹤0.01%
7,043
+2,359
844
$379K ﹤0.01%
2,381
+284
845
$377K ﹤0.01%
4,914
+1,477
846
$373K ﹤0.01%
9,712
-2,246
847
$372K ﹤0.01%
3,700
-64,018
848
$363K ﹤0.01%
4,825
+1,415
849
$361K ﹤0.01%
7,150
+2,941
850
$358K ﹤0.01%
21,080
+4,409
32 33
34
35 36