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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$227M
3
+$146M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
5
BAC icon
Bank of America
BAC
+$135M

Top Sells

1
+$212M
2
+$205M
3
+$164M
4
TD icon
Toronto Dominion Bank
TD
+$161M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$438K ﹤0.01%
22,400
+7,800
1002
$437K ﹤0.01%
+3,975
1003
$435K ﹤0.01%
147,781
-775
1004
$433K ﹤0.01%
+7,952
1005
$426K ﹤0.01%
+2,940
1006
$424K ﹤0.01%
13,855
1007
$424K ﹤0.01%
12,213
-4,121
1008
$422K ﹤0.01%
3,841
-30
1009
$420K ﹤0.01%
+63,796
1010
$412K ﹤0.01%
+5,805
1011
$404K ﹤0.01%
4,801
+434
1012
$404K ﹤0.01%
23,584
+54
1013
$402K ﹤0.01%
+40,000
1014
$399K ﹤0.01%
6,678
+1,501
1015
$392K ﹤0.01%
5,842
+1,895
1016
$390K ﹤0.01%
9,783
1017
$389K ﹤0.01%
69,795
-483
1018
$389K ﹤0.01%
4,399
+1,549
1019
$389K ﹤0.01%
+5,950
1020
$388K ﹤0.01%
20,969
-1,825
1021
$380K ﹤0.01%
44,098
+836
1022
$379K ﹤0.01%
81,047
+23,997
1023
$377K ﹤0.01%
15,753
+3,913
1024
$377K ﹤0.01%
7,840
+1,976
1025
$374K ﹤0.01%
47,351
+159
39 40
41
42 43