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 14.71%
3 Industrials 11.7%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-8,960
1077
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-9,942
1078
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-6,947
1079
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-172,700
1080
– –
-17,400
1081
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-2,939
1082
– –
-4,250
1083
– –
-112,053
1084
– –
-88,870
1085
– –
-24,100
1086
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-394,341
1087
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-25,471
1088
– –
-10,400
1089
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-19,718
1090
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-22,016
1091
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-200,000
1092
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-149,650
1093
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-290,642
1094
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-143,328
1095
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-11,500
1096
– –
-9,253
1097
– –
-81,652
1098
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-209,300
1099
– –
-16,300
1100
– –
0
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