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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.41M ﹤0.01%
14,726
+5,017
827
$1.41M ﹤0.01%
80,895
+11,014
828
$1.4M ﹤0.01%
85,925
+11,638
829
$1.39M ﹤0.01%
57,211
+7,661
830
$1.38M ﹤0.01%
9,546
+2,372
831
$1.38M ﹤0.01%
52,142
+890
832
$1.38M ﹤0.01%
89,575
-4,340
833
$1.37M ﹤0.01%
66,974
834
$1.37M ﹤0.01%
20,326
+2,340
835
$1.37M ﹤0.01%
+310,339
836
$1.36M ﹤0.01%
12,132
+3,381
837
$1.36M ﹤0.01%
8,535
-455
838
$1.36M ﹤0.01%
8,721
+2,597
839
$1.35M ﹤0.01%
10,946
+3,265
840
$1.34M ﹤0.01%
2,768
+758
841
$1.34M ﹤0.01%
96,546
+13,105
842
$1.34M ﹤0.01%
59,251
+8,181
843
$1.34M ﹤0.01%
6,406
+1,177
844
$1.33M ﹤0.01%
33,239
+13,093
845
$1.33M ﹤0.01%
19,810
+5,253
846
$1.32M ﹤0.01%
3,668
+934
847
$1.32M ﹤0.01%
26,167
+7,721
848
$1.32M ﹤0.01%
+39,361
849
$1.32M ﹤0.01%
102,089
+26,413
850
$1.32M ﹤0.01%
13,793
+2,054
32 33
34
35 36