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
851
$1.32M ﹤0.01%
1,946
+716
852
$1.31M ﹤0.01%
119,271
+16,660
853
$1.31M ﹤0.01%
341,061
+47,429
854
$1.31M ﹤0.01%
7,094
-2,100
855
$1.3M ﹤0.01%
59,194
+8,321
856
$1.3M ﹤0.01%
70,840
+8,711
857
$1.3M ﹤0.01%
3,026
+1,118
858
$1.3M ﹤0.01%
82,132
+11,376
859
$1.3M ﹤0.01%
124,972
+17,089
860
$1.3M ﹤0.01%
+21,713
861
$1.29M ﹤0.01%
9,731
+3,069
862
$1.28M ﹤0.01%
59,879
-44,076
863
$1.28M ﹤0.01%
197,645
+27,217
864
$1.28M ﹤0.01%
10,540
+4,476
865
$1.27M ﹤0.01%
31,027
+4,255
866
$1.27M ﹤0.01%
95,679
+12,955
867
$1.26M ﹤0.01%
4,500
-7,151
868
$1.25M ﹤0.01%
24,495
+5,943
869
$1.25M ﹤0.01%
97,627
+13,593
870
$1.24M ﹤0.01%
15,117
-7,193
871
$1.24M ﹤0.01%
44,695
+6,251
872
$1.24M ﹤0.01%
2,849
+656
873
$1.23M ﹤0.01%
159,919
+22,075
874
$1.22M ﹤0.01%
90,724
+12,603
875
$1.21M ﹤0.01%
85,974
+12,024
33 34
35
36 37