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
1126
$311K ﹤0.01%
+1,382
1127
$310K ﹤0.01%
2,006
+219
1128
$309K ﹤0.01%
6,161
+2,555
1129
$309K ﹤0.01%
9,150
-650
1130
$308K ﹤0.01%
+1,451
1131
$306K ﹤0.01%
3,393
+697
1132
$305K ﹤0.01%
42,419
+4,496
1133
$304K ﹤0.01%
6,933
-1
1134
$304K ﹤0.01%
18,187
+6,719
1135
$304K ﹤0.01%
23,857
+1,350
1136
$302K ﹤0.01%
10,312
+975
1137
$301K ﹤0.01%
+3,179
1138
$301K ﹤0.01%
8,024
+1,867
1139
$299K ﹤0.01%
2,240
-51
1140
$299K ﹤0.01%
+1,591
1141
$297K ﹤0.01%
+3,976
1142
$295K ﹤0.01%
4,187
+975
1143
$295K ﹤0.01%
14,972
+4,906
1144
$295K ﹤0.01%
1,400
+210
1145
$295K ﹤0.01%
+5,687
1146
$294K ﹤0.01%
6,277
+2,625
1147
$292K ﹤0.01%
+2,532
1148
$291K ﹤0.01%
11,385
+4,710
1149
$291K ﹤0.01%
2,741
+490
1150
$290K ﹤0.01%
+1,062
44 45
46
47 48