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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$310K ﹤0.01%
42,450
-23,350
952
$309K ﹤0.01%
+1,865
953
$308K ﹤0.01%
11,180
954
$306K ﹤0.01%
10,974
-133,840
955
$305K ﹤0.01%
18,780
-11,054
956
$301K ﹤0.01%
4,881
-1,425
957
$301K ﹤0.01%
961
-5,851
958
$300K ﹤0.01%
16,406
-186,782
959
$299K ﹤0.01%
7,125
-109,274
960
$299K ﹤0.01%
+14,400
961
$297K ﹤0.01%
1,503
-6,255
962
$293K ﹤0.01%
7,401
-112,825
963
$293K ﹤0.01%
21,201
-308,634
964
$291K ﹤0.01%
3,511
-53,538
965
$290K ﹤0.01%
1,864
-28,471
966
$289K ﹤0.01%
16,820
967
$289K ﹤0.01%
5,255
-143,345
968
$288K ﹤0.01%
4,067
-60,196
969
$288K ﹤0.01%
8,400
-9,875
970
$286K ﹤0.01%
1,744
-9,553
971
$282K ﹤0.01%
+10,600
972
$279K ﹤0.01%
8,202
-2,028
973
$279K ﹤0.01%
5,951
974
$275K ﹤0.01%
1,498
-29,512
975
$274K ﹤0.01%
7,980
-121,656
37 38
39
40 41