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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-9,003
902
– –
-3,225,454
903
– –
-227,613
904
– –
-1,846,543
905
– –
-460,608
906
– –
-283,820
907
– –
-14,058
908
– –
-20,741
909
– –
-1,203
910
– –
-300,000
911
– –
-56,050
912
– –
-5,481,069
913
– –
-206,000
914
– –
-1,632,990
915
– –
-66,369
916
– –
-50,257
917
– –
-41,578
918
– –
-8,942,811
919
– –
-42,385
920
– –
-20,190
921
– –
-17,199
922
– –
-11,280
923
– –
-1,508
924
– –
-4,642,216
925
– –
-887,764
33 34 35 36
37