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
826
$613K ﹤0.01%
+28,000
827
$612K ﹤0.01%
7,250
-1,444
828
$609K ﹤0.01%
+65,000
829
$602K ﹤0.01%
8,000
830
$602K ﹤0.01%
4,527
-17,353
831
$590K ﹤0.01%
+16,577
832
$581K ﹤0.01%
50,500
-530,847
833
$579K ﹤0.01%
4,918
-20,936
834
$577K ﹤0.01%
+33,777
835
$571K ﹤0.01%
3,988
-1,108
836
$569K ﹤0.01%
+3,300
837
$569K ﹤0.01%
20,207
-120,399
838
$569K ﹤0.01%
4,213
-94,958
839
$565K ﹤0.01%
938,373
840
$563K ﹤0.01%
84,844
841
$559K ﹤0.01%
17,129
+9,400
842
$557K ﹤0.01%
13,584
-135,405
843
$550K ﹤0.01%
3,524
-1,488
844
$546K ﹤0.01%
+10,770
845
$539K ﹤0.01%
17,750
-6,295
846
$530K ﹤0.01%
15,950
847
$529K ﹤0.01%
5,666
-9,325
848
$526K ﹤0.01%
10,540
-21,427
849
$525K ﹤0.01%
4,250
-3,700
850
$525K ﹤0.01%
+5,800
32 33
34
35 36