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
1201
$260K ﹤0.01%
5,930
+736
1202
$260K ﹤0.01%
4,988
-94,225
1203
$259K ﹤0.01%
+1,640
1204
$258K ﹤0.01%
45,754
+1,656
1205
$258K ﹤0.01%
+1,838
1206
$257K ﹤0.01%
+3,211
1207
$256K ﹤0.01%
+10,025
1208
$256K ﹤0.01%
+8,601
1209
$255K ﹤0.01%
+8,416
1210
$255K ﹤0.01%
+3,175
1211
$253K ﹤0.01%
6,041
-40,938
1212
$253K ﹤0.01%
44,644
+3,338
1213
$252K ﹤0.01%
6,815
+690
1214
$251K ﹤0.01%
+3,460
1215
$249K ﹤0.01%
+7,487
1216
$248K ﹤0.01%
+7,667
1217
$248K ﹤0.01%
+10,230
1218
$248K ﹤0.01%
+2,565
1219
$247K ﹤0.01%
+5,337
1220
$247K ﹤0.01%
+5,183
1221
$247K ﹤0.01%
+1,511
1222
$247K ﹤0.01%
+1,782
1223
$246K ﹤0.01%
+1,470
1224
$246K ﹤0.01%
+1,941
1225
$246K ﹤0.01%
+11,246
47 48
49
50 51