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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$871K ﹤0.01%
11,524
+5,136
927
$866K ﹤0.01%
7,458
+3,282
928
$859K ﹤0.01%
32,657
-114,343
929
$855K ﹤0.01%
+13,980
930
$849K ﹤0.01%
21,871
-60,156
931
$848K ﹤0.01%
15,149
+4,863
932
$846K ﹤0.01%
26,000
933
$843K ﹤0.01%
8,199
+1,573
934
$838K ﹤0.01%
6,634
+2,659
935
$835K ﹤0.01%
33,374
+2,533
936
$832K ﹤0.01%
8,658
+2,274
937
$823K ﹤0.01%
2
938
$822K ﹤0.01%
40,000
939
$801K ﹤0.01%
41,074
+10,691
940
$788K ﹤0.01%
66,629
+22,100
941
$783K ﹤0.01%
8,875
+2,612
942
$776K ﹤0.01%
32,800
+2,800
943
$765K ﹤0.01%
1,225
+29
944
$761K ﹤0.01%
13,162
-10,828
945
$759K ﹤0.01%
5,656
+3,521
946
$751K ﹤0.01%
1,473
-289
947
$746K ﹤0.01%
5,922
+2,147
948
$738K ﹤0.01%
13,972
+2,332
949
$735K ﹤0.01%
15,261
+4,139
950
$735K ﹤0.01%
12,391
+881
36 37
38
39 40