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
876
$333K ﹤0.01%
49,361
-131,687
877
$331K ﹤0.01%
+19,460
878
$330K ﹤0.01%
2,750
-2,250
879
$329K ﹤0.01%
+4,724
880
$328K ﹤0.01%
80,573
+19,663
881
$325K ﹤0.01%
3,985
+543
882
$324K ﹤0.01%
1,712
+180
883
$324K ﹤0.01%
27,753
-247
884
$322K ﹤0.01%
3,123
+326
885
$321K ﹤0.01%
12,500
-3,300
886
$320K ﹤0.01%
2,464
+386
887
$320K ﹤0.01%
28,338
-26,162
888
$318K ﹤0.01%
12,105
-6,510
889
$318K ﹤0.01%
16,842
+967
890
$318K ﹤0.01%
11,510
-840
891
$318K ﹤0.01%
5,909
-2,196
892
$317K ﹤0.01%
+17,507
893
$315K ﹤0.01%
13,152
+3,954
894
$313K ﹤0.01%
978
+153
895
$312K ﹤0.01%
2,499
+296
896
$309K ﹤0.01%
48,446
+730
897
$308K ﹤0.01%
15,067
-27,833
898
$308K ﹤0.01%
5,877
+1,134
899
$308K ﹤0.01%
50,857
-53,856
900
$307K ﹤0.01%
5,338
+1,159
34 35
36
37 38