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
926
$215K ﹤0.01%
+1,329
927
$215K ﹤0.01%
+2,859
928
$215K ﹤0.01%
5,100
-19,862
929
$215K ﹤0.01%
+5,130
930
$214K ﹤0.01%
9,300
-3,550
931
$213K ﹤0.01%
+1,870
932
$213K ﹤0.01%
10,554
-3,734
933
$212K ﹤0.01%
19,682
+3,995
934
$212K ﹤0.01%
3,800
-680
935
$211K ﹤0.01%
6,095
-20,304
936
$210K ﹤0.01%
+6,752
937
$209K ﹤0.01%
+8,009
938
$208K ﹤0.01%
+4,360
939
$206K ﹤0.01%
16,870
-1,700
940
$205K ﹤0.01%
2,205
-34,729
941
$204K ﹤0.01%
14,600
-2,300
942
$204K ﹤0.01%
5,294
-8,283
943
$201K ﹤0.01%
+3,100
944
$199K ﹤0.01%
+21,718
945
$195K ﹤0.01%
10,425
-5,216
946
$193K ﹤0.01%
21,061
-636
947
$191K ﹤0.01%
+10,138
948
$188K ﹤0.01%
20,100
+5,700
949
$188K ﹤0.01%
20,308
-20,444
950
$188K ﹤0.01%
13,645
-338,740
36 37
38
39 40