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
901
$305K ﹤0.01%
4,263
+496
902
$304K ﹤0.01%
24,016
+2,400
903
$304K ﹤0.01%
26,150
+10,800
904
$303K ﹤0.01%
+7,736
905
$302K ﹤0.01%
15,670
-1,220
906
$300K ﹤0.01%
6,152
-2,048
907
$300K ﹤0.01%
2,320
+430
908
$297K ﹤0.01%
3,702
+391
909
$297K ﹤0.01%
2,050
910
$295K ﹤0.01%
6,050
-2,050
911
$293K ﹤0.01%
20,067
-60
912
$292K ﹤0.01%
6,740
+1,072
913
$292K ﹤0.01%
2,923
-20,865
914
$292K ﹤0.01%
1,700
-250
915
$291K ﹤0.01%
1,674
+271
916
$290K ﹤0.01%
12,825
+2,081
917
$289K ﹤0.01%
19,478
+1,874
918
$286K ﹤0.01%
27,255
-2,826,480
919
$279K ﹤0.01%
+42,176
920
$279K ﹤0.01%
16,437
+2,137
921
$278K ﹤0.01%
25,860
+7,050
922
$277K ﹤0.01%
3,460
+3
923
$277K ﹤0.01%
+31,004
924
$277K ﹤0.01%
4,248
-16
925
$276K ﹤0.01%
18,635
-22,636
35 36
37
38 39