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
951
$236K ﹤0.01%
+2,640
952
$236K ﹤0.01%
5,600
-1,750
953
$235K ﹤0.01%
2,751
-400
954
$235K ﹤0.01%
7,970
+1,240
955
$235K ﹤0.01%
10,032
-90,272
956
$234K ﹤0.01%
2,785
+438
957
$232K ﹤0.01%
105,460
-282,539
958
$231K ﹤0.01%
28,130
+2,849
959
$228K ﹤0.01%
8,900
+350
960
$227K ﹤0.01%
10,850
961
$227K ﹤0.01%
+13,390
962
$227K ﹤0.01%
+4,480
963
$226K ﹤0.01%
1,000
-750
964
$223K ﹤0.01%
+5,940
965
$223K ﹤0.01%
10,223
+2,213
966
$222K ﹤0.01%
9,838
-113,519
967
$221K ﹤0.01%
3,816
+689
968
$215K ﹤0.01%
21,697
+795
969
$214K ﹤0.01%
4,873
+655
970
$211K ﹤0.01%
382
+39
971
$209K ﹤0.01%
23,534
-1,900
972
$208K ﹤0.01%
18,570
-3,590
973
$207K ﹤0.01%
+5,100
974
$206K ﹤0.01%
2,521
+296
975
$206K ﹤0.01%
+16,900
37 38
39
40 41