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
851
$325K ﹤0.01%
28,303
+550
852
$325K ﹤0.01%
1,770
-26,430
853
$323K ﹤0.01%
+5,611
854
$321K ﹤0.01%
16,660
-2,818
855
$321K ﹤0.01%
4,845
+597
856
$319K ﹤0.01%
4,668
-1,645
857
$318K ﹤0.01%
13,500
-40,179
858
$317K ﹤0.01%
+13,032
859
$312K ﹤0.01%
+17,500
860
$309K ﹤0.01%
12,192
+1,861
861
$309K ﹤0.01%
+53,700
862
$307K ﹤0.01%
14,100
-7,450
863
$305K ﹤0.01%
1,500
-200
864
$303K ﹤0.01%
+2,185
865
$301K ﹤0.01%
7,000
-5,500
866
$300K ﹤0.01%
42,707
-279,108
867
$299K ﹤0.01%
4,790
-548
868
$296K ﹤0.01%
16,523
-7,087
869
$296K ﹤0.01%
7,139
-8,334
870
$295K ﹤0.01%
19,176
-8,079
871
$295K ﹤0.01%
292
+16
872
$295K ﹤0.01%
9,605
-7,902
873
$294K ﹤0.01%
1,900
-150
874
$294K ﹤0.01%
2,568
-555
875
$293K ﹤0.01%
81,728
-12,696
33 34
35
36 37