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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$372K ﹤0.01%
9,857
-203
852
$372K ﹤0.01%
3,448
+659
853
$369K ﹤0.01%
113,560
-185,664
854
$368K ﹤0.01%
16,500
+5,437
855
$366K ﹤0.01%
+80,350
856
$365K ﹤0.01%
+14,705
857
$365K ﹤0.01%
958,673
+20,300
858
$362K ﹤0.01%
1,991
-530
859
$359K ﹤0.01%
+77,198
860
$359K ﹤0.01%
3,469
+334
861
$359K ﹤0.01%
14,250
+4,750
862
$359K ﹤0.01%
+94,424
863
$349K ﹤0.01%
9,901
-86,288
864
$349K ﹤0.01%
38,859
+14,624
865
$348K ﹤0.01%
8,197
+1,035
866
$346K ﹤0.01%
9,367
867
$345K ﹤0.01%
25,403
-20,094
868
$345K ﹤0.01%
11,100
-4,500
869
$342K ﹤0.01%
+22,963
870
$338K ﹤0.01%
40,752
+50
871
$338K ﹤0.01%
5,112
+2,069
872
$336K ﹤0.01%
6,313
+1,606
873
$335K ﹤0.01%
34,476
-91,785
874
$334K ﹤0.01%
17,734
+6,843
875
$333K ﹤0.01%
+3,946
33 34
35
36 37