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
$71.9B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1 +$306M
2 +$276M
3 +$231M
4
TMO icon
Thermo Fisher Scientific
TMO
+$230M
5
AAPL icon
Apple
AAPL
+$191M

Top Sells

1 +$392M
2 +$264M
3 +$248M
4
BDX icon
Becton Dickinson
BDX
+$189M
5
ACN icon
Accenture
ACN
+$146M

Sector Composition

1 Financials 21.61%
2 Technology 20.74%
3 Industrials 12.31%
4 Healthcare 9.9%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$291K ﹤0.01%
1,729
-49
1202
$291K ﹤0.01%
1,811
-1,100
1203
$290K ﹤0.01%
26,146
-596
1204
$288K ﹤0.01%
9,418
+2,050
1205
$288K ﹤0.01%
3,524
1206
$288K ﹤0.01%
+6,447
1207
$288K ﹤0.01%
2,507
+119
1208
$287K ﹤0.01%
4,108
-36
1209
$286K ﹤0.01%
3,016
1210
$286K ﹤0.01%
+4,506
1211
$283K ﹤0.01%
6,099
+249
1212
$283K ﹤0.01%
29,837
+7,320
1213
$283K ﹤0.01%
5,623
1214
$282K ﹤0.01%
+8,720
1215
$282K ﹤0.01%
+3,552
1216
$282K ﹤0.01%
15,528
+5,467
1217
$281K ﹤0.01%
1,765
-1,993
1218
$281K ﹤0.01%
3,794
-5,044
1219
$281K ﹤0.01%
17,247
+983
1220
$281K ﹤0.01%
4,104
-258
1221
$281K ﹤0.01%
11,091
1222
$281K ﹤0.01%
14,937
-19,462
1223
$280K ﹤0.01%
18,232
-1,668
1224
$280K ﹤0.01%
1,933
-220
1225
$280K ﹤0.01%
5,833
-193