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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$94.9M
3
+$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1
+$661M
2
+$611M
3
+$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$401K ﹤0.01%
9,317
-1,426
1002
$400K ﹤0.01%
+11,929
1003
$400K ﹤0.01%
+41,670
1004
$399K ﹤0.01%
6,558
-5,344
1005
$397K ﹤0.01%
1,320
+200
1006
$395K ﹤0.01%
11,678
-3,532
1007
$394K ﹤0.01%
+84,631
1008
$394K ﹤0.01%
1,411
+252
1009
$391K ﹤0.01%
342,449
+9,267
1010
$391K ﹤0.01%
119,563
+2,990
1011
$390K ﹤0.01%
651
-202
1012
$388K ﹤0.01%
7,383
-276
1013
$387K ﹤0.01%
10,945
+1,000
1014
$386K ﹤0.01%
12,765
-5,717
1015
$383K ﹤0.01%
11,851
-1,309
1016
$383K ﹤0.01%
10,900
+2,100
1017
$381K ﹤0.01%
22,881
+12,004
1018
$379K ﹤0.01%
+5,259
1019
$377K ﹤0.01%
+6,908
1020
$371K ﹤0.01%
58,388
+24,989
1021
$370K ﹤0.01%
7,899
-159
1022
$369K ﹤0.01%
7,618
-376
1023
$369K ﹤0.01%
2,694
-142
1024
$365K ﹤0.01%
+2,523
1025
$363K ﹤0.01%
+13,425
39 40
41
42 43