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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$433K ﹤0.01%
10,250
-47,100
877
$430K ﹤0.01%
25,642
878
$427K ﹤0.01%
2,778
-34,892
879
$426K ﹤0.01%
+18,040
880
$421K ﹤0.01%
4,825
-19
881
$418K ﹤0.01%
+8,016
882
$414K ﹤0.01%
12,000
-19,100
883
$413K ﹤0.01%
4,800
-8,550
884
$413K ﹤0.01%
33,000
-131,900
885
$412K ﹤0.01%
439
+8
886
$411K ﹤0.01%
5,421
-963
887
$408K ﹤0.01%
121
-147
888
$408K ﹤0.01%
3,493
-2,030
889
$407K ﹤0.01%
8,820
-134,461
890
$399K ﹤0.01%
8,800
-207,756
891
$395K ﹤0.01%
+10,199
892
$395K ﹤0.01%
+13,850
893
$393K ﹤0.01%
11,230
-150
894
$391K ﹤0.01%
6,710
-1,047
895
$389K ﹤0.01%
1,030
-3,289
896
$388K ﹤0.01%
3,281
-23,922
897
$386K ﹤0.01%
6,050
898
$385K ﹤0.01%
1,399
+67
899
$384K ﹤0.01%
4,197
-729
900
$383K ﹤0.01%
4,608
-70,250
34 35
36
37 38