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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$202K ﹤0.01%
+4,284
977
$201K ﹤0.01%
8,520
-4,112
978
$201K ﹤0.01%
+1,958
979
$201K ﹤0.01%
+18,487
980
$200K ﹤0.01%
+3,389
981
$195K ﹤0.01%
+13,380
982
$190K ﹤0.01%
+6,213
983
$188K ﹤0.01%
24,499
-26,021
984
$187K ﹤0.01%
15,002
985
$176K ﹤0.01%
+25,200
986
$174K ﹤0.01%
4,685
+90
987
$170K ﹤0.01%
+10,550
988
$170K ﹤0.01%
13,000
-9,436
989
$160K ﹤0.01%
+10,350
990
$150K ﹤0.01%
+14,450
991
$149K ﹤0.01%
+12,807
992
$143K ﹤0.01%
28,754
993
$97K ﹤0.01%
62,300
+28,200
994
$84K ﹤0.01%
+11,050
995
$63K ﹤0.01%
2,620
996
$41K ﹤0.01%
17,400
-4,948,362
997
– –
-19,373
998
– –
-32,791
999
– –
-7,924
1000
– –
-1,307
38 39
40
41 42