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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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-37,050
1077
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1078
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-102,022
1079
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-193,727
1080
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-4,324
1081
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-25,950
1082
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-113,400
1083
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-1,359,238
1084
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-1,216,186
1085
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-176,461
1086
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-12,816
1087
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-812
1088
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-451,100
1089
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-6,549
1090
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-150,772
1091
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1092
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-149,650
1093
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-290,642
1094
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1095
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1096
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-5,889
1097
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-25,728
1098
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-9,253
1099
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-81,652
1100
– –
-209,300
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