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
876
$1.21M ﹤0.01%
78,428
+10,871
877
$1.21M ﹤0.01%
48,550
+10,823
878
$1.21M ﹤0.01%
5,824
+2,279
879
$1.2M ﹤0.01%
20,069
+5,253
880
$1.2M ﹤0.01%
69,197
+43,900
881
$1.2M ﹤0.01%
53,986
+7,584
882
$1.2M ﹤0.01%
2,847
-385
883
$1.19M ﹤0.01%
1,129,852
-3,142
884
$1.19M ﹤0.01%
80,228
+11,145
885
$1.19M ﹤0.01%
+19,629
886
$1.19M ﹤0.01%
+5,222
887
$1.19M ﹤0.01%
+53,190
888
$1.18M ﹤0.01%
3,135
+1,136
889
$1.18M ﹤0.01%
16,487
+3,102
890
$1.17M ﹤0.01%
11,089
+2,414
891
$1.17M ﹤0.01%
76,905
+10,763
892
$1.17M ﹤0.01%
160,396
+14,591
893
$1.16M ﹤0.01%
40,648
-14,464
894
$1.14M ﹤0.01%
12,980
+3,022
895
$1.13M ﹤0.01%
+60,268
896
$1.13M ﹤0.01%
29,508
+9,115
897
$1.12M ﹤0.01%
82,260
+11,545
898
$1.11M ﹤0.01%
54,282
+10,542
899
$1.1M ﹤0.01%
20,822
+5,269
900
$1.1M ﹤0.01%
142,405
-72,858
34 35
36
37 38