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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-12,138
877
– –
-186,335
878
– –
-23,800
879
– –
-394,482
880
– –
-97,775
881
– –
-121,237
882
– –
-13,074
883
– –
-12,216
884
– –
-4,379
885
– –
-5,354
886
– –
-38,386
887
– –
-16,219
888
– –
-6,928
889
– –
-9,103
890
– –
-9,678
891
– –
-458,294
892
– –
-1,098,400
893
– –
-11,497
894
– –
-31,148
895
– –
-53,600
896
– –
-55,518
897
– –
-32,744
898
– –
-311,512
899
– –
-8,662
900
– –
-56,892
34 35
36
37 38