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
826
$402K ﹤0.01%
2,040
-1,247
827
$402K ﹤0.01%
7,984
-73,072
828
$399K ﹤0.01%
14,484
-30,102
829
$392K ﹤0.01%
+5,039
830
$379K ﹤0.01%
+2,128
831
$378K ﹤0.01%
1,039
-2,681
832
$369K ﹤0.01%
11,071
+3,101
833
$363K ﹤0.01%
+19,398
834
$363K ﹤0.01%
11,750
-32,659
835
$362K ﹤0.01%
3,481
+12
836
$358K ﹤0.01%
1,734
+22
837
$355K ﹤0.01%
2,613
+114
838
$352K ﹤0.01%
22,250
-10,650
839
$351K ﹤0.01%
24,410
-1,450
840
$351K ﹤0.01%
2,011
-50
841
$350K ﹤0.01%
14,756
-151,728
842
$346K ﹤0.01%
20,250
-5,900
843
$341K ﹤0.01%
10,143
-857
844
$340K ﹤0.01%
3,413
-697
845
$339K ﹤0.01%
18,598
-42,953
846
$334K ﹤0.01%
+27,400
847
$330K ﹤0.01%
14,687
-1,750
848
$330K ﹤0.01%
+6,670
849
$329K ﹤0.01%
+6,650
850
$326K ﹤0.01%
14,945
-8,018
32 33
34
35 36