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
$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
976
$71K ﹤0.01%
+1,568
977
$68K ﹤0.01%
+11,269
978
$66K ﹤0.01%
+15,465
979
$61K ﹤0.01%
+15,100
980
$61K ﹤0.01%
+10,390
981
$61K ﹤0.01%
11,892
-5,808
982
$59K ﹤0.01%
+12,475
983
$50K ﹤0.01%
2,963
-55
984
$48K ﹤0.01%
23,000
+1,950
985
$44K ﹤0.01%
11,200
-3,700
986
$42K ﹤0.01%
16,000
-8,000
987
$42K ﹤0.01%
10,000
-200
988
$31K ﹤0.01%
+12,200
989
$30K ﹤0.01%
10,991
+4,491
990
$29K ﹤0.01%
3,650
-87,768
991
$27K ﹤0.01%
13,500
+3,200
992
$27K ﹤0.01%
+2,320
993
$26K ﹤0.01%
+1,410
994
$25K ﹤0.01%
3,433
-1,900
995
$19K ﹤0.01%
370
-160
996
$19K ﹤0.01%
12,900
-5,950
997
$16K ﹤0.01%
+2,572
998
$12K ﹤0.01%
+815
999
$12K ﹤0.01%
+284
1000
$9K ﹤0.01%
10,705
-16,995
38 39
40
41 42