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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$94.9M
3
+$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1
+$661M
2
+$611M
3
+$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$224K ﹤0.01%
2,834
-1,100
1202
$224K ﹤0.01%
5,795
-306
1203
$224K ﹤0.01%
7,176
-1,735
1204
$223K ﹤0.01%
4,044
-1,041
1205
$223K ﹤0.01%
6,589
-348
1206
$222K ﹤0.01%
+1,250
1207
$221K ﹤0.01%
+6,842
1208
$221K ﹤0.01%
+4,190
1209
$221K ﹤0.01%
7,959
+1,438
1210
$221K ﹤0.01%
2,401
-116
1211
$220K ﹤0.01%
+7,194
1212
$220K ﹤0.01%
+2,379
1213
$217K ﹤0.01%
3,154
-166
1214
$217K ﹤0.01%
+2,039
1215
$217K ﹤0.01%
+3,051
1216
$216K ﹤0.01%
85,338
+2,854
1217
$216K ﹤0.01%
20,572
+5,074
1218
$216K ﹤0.01%
8,395
-443
1219
$215K ﹤0.01%
+4,479
1220
$215K ﹤0.01%
+5,259
1221
$214K ﹤0.01%
+3,795
1222
$214K ﹤0.01%
14,810
-723
1223
$214K ﹤0.01%
15,049
-11,816
1224
$213K ﹤0.01%
+2,804
1225
$213K ﹤0.01%
+9,242
47 48
49
50 51