Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1 +$65.8M
2 +$56.3M
3 +$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1 +$400M
2 +$398M
3 +$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$34.9M 0.32%
1,240,594
+344,668
77
$34.9M 0.32%
707,006
+28,577
78
$34.7M 0.31%
346,565
-2,165
79
$34.5M 0.31%
155,793
+6,483
80
$34.4M 0.31%
298,299
+34,304
81
$34.3M 0.31%
465,399
+26,390
82
$34.1M 0.31%
2,361,525
+866,819
83
$34.1M 0.31%
370,915
+23,865
84
$33M 0.3%
3,472,760
+272,400
85
$32.3M 0.29%
+2,090,290
86
$32.2M 0.29%
1,045,800
-25,184
87
$31.9M 0.29%
586,636
+102,310
88
$31.6M 0.29%
1,966,293
+1,957,675
89
$31.5M 0.29%
372,625
+6,686
90
$31.4M 0.29%
550,259
+93,507
91
$31.4M 0.28%
2,225,103
+1,630,064
92
$30.9M 0.28%
312,165
-25,000
93
$30.6M 0.28%
731,220
+89,338
94
$30.3M 0.28%
2,307,000
+51,000
95
$30.3M 0.27%
+313,538
96
$30.2M 0.27%
701,427
-706,706
97
$30.1M 0.27%
+191,640
98
$29.7M 0.27%
670,455
+360,000
99
$29.4M 0.27%
3,746,251
+457,090
100
$29.3M 0.27%
142,788
+59,333