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
$69.1B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$213M
3
+$209M
4
ROP icon
Roper Technologies
ROP
+$106M
5
NFLX icon
Netflix
NFLX
+$87.9M

Top Sells

1
+$433M
2
+$275M
3
+$140M
4
BMO icon
Bank of Montreal
BMO
+$132M
5
TD icon
Toronto Dominion Bank
TD
+$124M

Sector Composition

1 Financials 21.44%
2 Technology 19.83%
3 Industrials 13.28%
4 Healthcare 9.07%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$540K ﹤0.01%
3,750
-6,059
1002
$538K ﹤0.01%
9,978
1003
$536K ﹤0.01%
7,968
-2,456
1004
$533K ﹤0.01%
16,199
+8,976
1005
$531K ﹤0.01%
99,892
-16,266
1006
$530K ﹤0.01%
7,100
-650
1007
$528K ﹤0.01%
18,467
+1,148
1008
$527K ﹤0.01%
7,835
+1,690
1009
$527K ﹤0.01%
+2,657
1010
$525K ﹤0.01%
5,972
+1,068
1011
$520K ﹤0.01%
5,021
-9,240
1012
$519K ﹤0.01%
6,503
1013
$518K ﹤0.01%
39,631
+1,024
1014
$515K ﹤0.01%
17,159
-1,170
1015
$513K ﹤0.01%
29,344
+5,514
1016
$512K ﹤0.01%
18,248
+885
1017
$508K ﹤0.01%
206,514
-145
1018
$507K ﹤0.01%
7,326
+3,289
1019
$506K ﹤0.01%
8,100
1020
$503K ﹤0.01%
+17,560
1021
$503K ﹤0.01%
+13,405
1022
$502K ﹤0.01%
15,844
+1,696
1023
$493K ﹤0.01%
7,142
-4,860
1024
$490K ﹤0.01%
8,298
1025
$489K ﹤0.01%
46,378
+2,072
39 40
41
42 43