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
951
$186K ﹤0.01%
12,134
-11,400
952
$181K ﹤0.01%
14,622
-106,015
953
$169K ﹤0.01%
16,412
-235,059
954
$164K ﹤0.01%
21,629
-600
955
$147K ﹤0.01%
183,217
956
$143K ﹤0.01%
27,363
+6,813
957
$141K ﹤0.01%
10,980
-1,020
958
$133K ﹤0.01%
13,905
-130,555
959
$129K ﹤0.01%
16,635
-4,190
960
$128K ﹤0.01%
+11,940
961
$125K ﹤0.01%
21,619
-238,983
962
$122K ﹤0.01%
50,330
-18,309
963
$122K ﹤0.01%
12,659
964
$121K ﹤0.01%
10,852
-31,324
965
$106K ﹤0.01%
17,879
966
$104K ﹤0.01%
+20,504
967
$104K ﹤0.01%
+800
968
$103K ﹤0.01%
+10,827
969
$102K ﹤0.01%
10,300
-7,850
970
$100K ﹤0.01%
18,100
971
$94K ﹤0.01%
13,203
-33,315
972
$91K ﹤0.01%
11,800
-6,100
973
$86K ﹤0.01%
11,418
-67,303
974
$80K ﹤0.01%
42,980
-2,270
975
$73K ﹤0.01%
39,900
37 38
39
40 41