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
1076
$353K ﹤0.01%
11,304
+868
1077
$353K ﹤0.01%
12,403
+1,355
1078
$351K ﹤0.01%
2,734
+1,130
1079
$351K ﹤0.01%
78,777
+2,468
1080
$350K ﹤0.01%
+3,532
1081
$349K ﹤0.01%
7,605
+3,160
1082
$348K ﹤0.01%
2,408
+967
1083
$347K ﹤0.01%
+26,414
1084
$347K ﹤0.01%
7,985
+618
1085
$346K ﹤0.01%
+2,457
1086
$344K ﹤0.01%
5,600
-483
1087
$342K ﹤0.01%
19,530
+810
1088
$341K ﹤0.01%
13,432
+694
1089
$340K ﹤0.01%
+2,110
1090
$339K ﹤0.01%
+4,290
1091
$337K ﹤0.01%
+9,028
1092
$336K ﹤0.01%
2,397
+63
1093
$335K ﹤0.01%
+14,145
1094
$335K ﹤0.01%
+1,016
1095
$334K ﹤0.01%
+2,956
1096
$332K ﹤0.01%
+12,445
1097
$331K ﹤0.01%
+1,430
1098
$329K ﹤0.01%
+4,071
1099
$329K ﹤0.01%
4,651
+399
1100
$328K ﹤0.01%
9,783
42 43
44
45 46