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
$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
76
$144M 0.38%
1,779,462
+111,885
77
$144M 0.38%
1,067,200
+1,061,100
78
$143M 0.38%
1,938,106
-8,547
79
$140M 0.37%
726,030
-33,129
80
$137M 0.37%
1,080,570
-27,409
81
$137M 0.37%
1,391,265
+190,995
82
$137M 0.37%
5,752,282
+399,265
83
$136M 0.36%
16,098,832
-4,394,739
84
$135M 0.36%
1,422,600
+6,620
85
$133M 0.36%
2,348,309
+299,707
86
$132M 0.35%
4,423,057
+129,474
87
$132M 0.35%
142,810
+13,394
88
$131M 0.35%
2,086,917
+729,906
89
$130M 0.35%
254,218
+80,455
90
$123M 0.33%
658,038
-23,047
91
$122M 0.33%
3,571,541
+166,678
92
$121M 0.33%
442,072
+25,599
93
$121M 0.32%
332,198
+36,143
94
$121M 0.32%
3,829,490
+284,750
95
$118M 0.32%
907,976
+171,587
96
$117M 0.31%
1,840,081
+164
97
$117M 0.31%
1,053,613
-192,056
98
$117M 0.31%
465,787
+138,640
99
$116M 0.31%
1,598,072
+222,849
100
$115M 0.31%
2,241,756
-392,918
2 3
4
5 6