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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60.3M 0.38%
789,872
-48,477
77
$58.5M 0.37%
2,069,096
-1,449,808
78
$57.5M 0.36%
2,099,576
+252,852
79
$56.8M 0.35%
679,771
-147,759
80
$56M 0.35%
458,441
+159,683
81
$55.7M 0.35%
440,065
+127,900
82
$55.5M 0.35%
982,108
+127,800
83
$53.4M 0.33%
795,600
-198,400
84
$53.3M 0.33%
4,918,034
+525,466
85
$53M 0.33%
1,185,328
+21,900
86
$52.7M 0.33%
289,388
-149,739
87
$52.5M 0.33%
513,559
+18,727
88
$52.5M 0.33%
442,844
+68,717
89
$52.4M 0.33%
1,302,260
-609,840
90
$52M 0.32%
999,056
+353,519
91
$51.9M 0.32%
2,263,310
-166,523
92
$50.8M 0.32%
697,186
-143,921
93
$50.7M 0.32%
506,408
-66,320
94
$49.9M 0.31%
328,317
+3,867
95
$49.5M 0.31%
228,766
+21,854
96
$49.2M 0.31%
837,352
-109,685
97
$48.8M 0.3%
633,180
-25,620
98
$48.6M 0.3%
717,241
-401
99
$48.5M 0.3%
341,426
-126,103
100
$48.1M 0.3%
2,001,339
+186,306
2 3
4
5 6