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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$938K ﹤0.01%
150,990
+66,875
1002
$934K ﹤0.01%
+54,682
1003
$929K ﹤0.01%
85,679
+4,096
1004
$928K ﹤0.01%
+41,899
1005
$925K ﹤0.01%
23,758
+5,477
1006
$920K ﹤0.01%
51,852
-29,650
1007
$914K ﹤0.01%
69,102
+16,298
1008
$908K ﹤0.01%
41,533
+5,175
1009
$904K ﹤0.01%
45,560
+7,372
1010
$901K ﹤0.01%
70,652
+29,696
1011
$900K ﹤0.01%
21,874
+855
1012
$894K ﹤0.01%
+4,478
1013
$891K ﹤0.01%
31,441
+3,922
1014
$889K ﹤0.01%
21,339
-7,834
1015
$879K ﹤0.01%
5,012
-719
1016
$874K ﹤0.01%
7,559
-5,905
1017
$872K ﹤0.01%
116,258
+31,596
1018
$870K ﹤0.01%
9,382
-2,247
1019
$870K ﹤0.01%
163,767
+151,202
1020
$868K ﹤0.01%
23,795
-53,342
1021
$868K ﹤0.01%
9,720
+100
1022
$867K ﹤0.01%
15,574
-5,037
1023
$865K ﹤0.01%
+33,379
1024
$862K ﹤0.01%
5,737
1025
$851K ﹤0.01%
4,172
+80
39 40
41
42 43