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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$377K ﹤0.01%
3,267
+1,104
1052
$377K ﹤0.01%
7,372
-163
1053
$376K ﹤0.01%
21,420
-8,862
1054
$375K ﹤0.01%
3,852
+11
1055
$375K ﹤0.01%
29,134
+4,664
1056
$374K ﹤0.01%
+68,049
1057
$374K ﹤0.01%
+41,587
1058
$372K ﹤0.01%
9,919
-707
1059
$371K ﹤0.01%
+2,064
1060
$370K ﹤0.01%
18,193
-2,628
1061
$369K ﹤0.01%
6,064
+2,444
1062
$365K ﹤0.01%
6,819
+977
1063
$365K ﹤0.01%
3,994
+1,505
1064
$361K ﹤0.01%
3,924
+1,055
1065
$360K ﹤0.01%
3,051
+1,219
1066
$360K ﹤0.01%
+1,511
1067
$359K ﹤0.01%
5,753
+2,368
1068
$358K ﹤0.01%
6,025
+2,503
1069
$358K ﹤0.01%
1,185
+115
1070
$358K ﹤0.01%
+23,600
1071
$356K ﹤0.01%
8,001
+1,865
1072
$356K ﹤0.01%
+3,196
1073
$356K ﹤0.01%
4,565
+1,618
1074
$354K ﹤0.01%
4,926
+941
1075
$354K ﹤0.01%
7,275
+1,644
41 42
43
44 45