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
1176
$273K ﹤0.01%
+2,554
1177
$272K ﹤0.01%
+5,768
1178
$271K ﹤0.01%
+4,779
1179
$271K ﹤0.01%
+3,242
1180
$271K ﹤0.01%
+7,029
1181
$270K ﹤0.01%
+4,081
1182
$270K ﹤0.01%
+7,435
1183
$270K ﹤0.01%
+1,435
1184
$269K ﹤0.01%
+2,964
1185
$269K ﹤0.01%
1,072
-14,808
1186
$269K ﹤0.01%
7,547
+1,615
1187
$268K ﹤0.01%
4,968
+974
1188
$267K ﹤0.01%
+6,693
1189
$265K ﹤0.01%
1,012
-15
1190
$265K ﹤0.01%
46,106
-1,245
1191
$265K ﹤0.01%
7,721
+1,469
1192
$264K ﹤0.01%
+6,605
1193
$264K ﹤0.01%
+1,126
1194
$264K ﹤0.01%
+3,670
1195
$263K ﹤0.01%
+3,481
1196
$263K ﹤0.01%
+4,162
1197
$262K ﹤0.01%
+8,762
1198
$262K ﹤0.01%
+10,145
1199
$261K ﹤0.01%
+6,503
1200
$260K ﹤0.01%
+5,215