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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$148K ﹤0.01%
13,892
-2,378
1052
$143K ﹤0.01%
23,310
+12,150
1053
$137K ﹤0.01%
11,100
+802
1054
$136K ﹤0.01%
10,160
1055
$135K ﹤0.01%
+11,590
1056
$135K ﹤0.01%
504
-7,683
1057
$129K ﹤0.01%
10,380
-330
1058
$125K ﹤0.01%
+6,283
1059
$121K ﹤0.01%
15,855
-6,624
1060
$120K ﹤0.01%
13,899
-7,901
1061
$117K ﹤0.01%
40
1062
$115K ﹤0.01%
+11,990
1063
$114K ﹤0.01%
17,500
-58,400
1064
$114K ﹤0.01%
29,872
-468,967
1065
$113K ﹤0.01%
36,000
-4,050
1066
$108K ﹤0.01%
57,450
-2,900
1067
$101K ﹤0.01%
+35,600
1068
$101K ﹤0.01%
+29,330
1069
$101K ﹤0.01%
14,597
1070
$99K ﹤0.01%
11,850
+1,150
1071
$91K ﹤0.01%
17,782
-270,978
1072
$90K ﹤0.01%
5,630
+850
1073
$90K ﹤0.01%
13,351
-203,420
1074
$89K ﹤0.01%
+11,063
1075
$83K ﹤0.01%
39,900
41 42
43
44 45