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
1051
$775K ﹤0.01%
26,213
-2,883
1052
$775K ﹤0.01%
21,473
+16,117
1053
$772K ﹤0.01%
115,975
-9,469
1054
$772K ﹤0.01%
45,776
+31,575
1055
$768K ﹤0.01%
4,625
+785
1056
$763K ﹤0.01%
18,420
-1,372
1057
$756K ﹤0.01%
11,479
+1,886
1058
$751K ﹤0.01%
32,878
+17,208
1059
$749K ﹤0.01%
39,437
-2,543
1060
$748K ﹤0.01%
8,926
-21,806
1061
$747K ﹤0.01%
4,810
+2,510
1062
$746K ﹤0.01%
49,081
-6,040
1063
$741K ﹤0.01%
29,322
+18,254
1064
$741K ﹤0.01%
32,868
+23,626
1065
$740K ﹤0.01%
7,010
-21,126
1066
$740K ﹤0.01%
+3,910
1067
$737K ﹤0.01%
30,876
+2,329
1068
$732K ﹤0.01%
149,158
+9,025
1069
$731K ﹤0.01%
575,737
+312,286
1070
$731K ﹤0.01%
4,241
+730
1071
$731K ﹤0.01%
80,753
+13,195
1072
$727K ﹤0.01%
77,445
+13,152
1073
$727K ﹤0.01%
51,521
+38,373
1074
$726K ﹤0.01%
66,913
-20,993
1075
$725K ﹤0.01%
52,140
+11,524
41 42
43
44 45