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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$256K ﹤0.01%
11,809
-600
902
$256K ﹤0.01%
3,243
-1,481
903
$256K ﹤0.01%
+1,927
904
$253K ﹤0.01%
74,021
905
$253K ﹤0.01%
+3,456
906
$252K ﹤0.01%
+22,200
907
$250K ﹤0.01%
8,950
-1,280
908
$247K ﹤0.01%
20,650
-7,688
909
$246K ﹤0.01%
+2,457
910
$242K ﹤0.01%
+738
911
$237K ﹤0.01%
1,497
+36
912
$236K ﹤0.01%
33,210
-184,890
913
$235K ﹤0.01%
+1,240
914
$233K ﹤0.01%
9,017
-350
915
$231K ﹤0.01%
6,100
-60,406
916
$231K ﹤0.01%
+5,705
917
$230K ﹤0.01%
7,983
-2,017
918
$228K ﹤0.01%
3,012
-1,860
919
$222K ﹤0.01%
6,900
-4,200
920
$220K ﹤0.01%
24,446
-253,335
921
$220K ﹤0.01%
+2,481
922
$219K ﹤0.01%
2,980
-19,026
923
$218K ﹤0.01%
+1,012
924
$217K ﹤0.01%
1,000
925
$216K ﹤0.01%
14,720
+2,120
35 36
37
38 39