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
901
– –
-4,950
902
– –
-109,426
903
– –
-110,740
904
– –
-18,031
905
– –
-6,610
906
– –
-11,368
907
– –
-15,223
908
– –
-14,053
909
– –
-6,492
910
– –
-3,632
911
– –
-27,342
912
– –
-1,934
913
– –
-28,085
914
– –
-12,809
915
– –
-26,532
916
– –
-42,070
917
– –
-10,048
918
– –
-174,341
919
– –
-5,761
920
– –
-6,218
921
– –
-29,704
922
– –
-24,498
923
– –
-170,867
924
– –
-48,400
925
– –
-33,345
35 36
37
38 39