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
$40.8B
AUM Growth
+$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,191
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$269M
3
+$148M
4
FSV icon
FirstService
FSV
+$145M
5
QSR icon
Restaurant Brands International
QSR
+$120M

Top Sells

1
+$135M
2
+$105M
3
+$103M
4
STN icon
Stantec
STN
+$95.7M
5
CBM
Cambrex Corporation
CBM
+$94.8M

Sector Composition

1 Financials 25.65%
2 Industrials 12.17%
3 Technology 12.01%
4 Healthcare 10.96%
5 Energy 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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-5,440
1078
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-46,050
1079
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-4,400
1080
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1081
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-192,024
1082
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-412,599
1083
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-9,636
1084
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-2,312
1085
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-175,250
1086
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-7,600
1087
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1088
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-7,100
1089
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-16,420
1090
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-30,799
1091
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-25,580
1092
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1093
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1094
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1095
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1096
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1097
– –
-1,395,580
1098
– –
-19,466
1099
– –
-20,600
1100
– –
-14,271
42 43
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