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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113M 0.27%
1,351,541
+872,924
77
$113M 0.27%
1,557,975
-3,817
78
$112M 0.27%
2,129,960
+1,361,160
79
$111M 0.27%
11,366,279
+1,730,941
80
$108M 0.26%
2,203,182
+1,770,781
81
$107M 0.26%
634,375
+301,701
82
$103M 0.25%
1,825,833
+416,107
83
$103M 0.25%
2,977,083
-376,336
84
$102M 0.25%
979,327
+976,462
85
$102M 0.25%
1,814,740
+1,588,380
86
$100M 0.24%
683,129
+42,467
87
$96.4M 0.23%
4,667,182
+127,781
88
$95.3M 0.23%
540,105
+420,370
89
$95.2M 0.23%
+320
90
$94.3M 0.23%
1,801,560
+1,328,000
91
$92.5M 0.22%
1,642,807
-72,428
92
$90.9M 0.22%
1,501,874
-46,995
93
$90.5M 0.22%
770,159
-19,800
94
$90M 0.22%
4,099,852
-1,666,312
95
$90M 0.22%
4,388,602
+1,812,947
96
$88.3M 0.21%
2,692,140
+290,953
97
$87.9M 0.21%
375,460
+26,533
98
$87.7M 0.21%
+1,247,030
99
$87.1M 0.21%
1,307,518
+1,082,630
100
$85.9M 0.21%
49,409
+17,151
2 3
4
5 6