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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$493K ﹤0.01%
6,584
+320
1202
$490K ﹤0.01%
4,097
1203
$490K ﹤0.01%
4,964
+1,488
1204
$484K ﹤0.01%
111,569
+61,747
1205
$484K ﹤0.01%
3,861
-1,141
1206
$483K ﹤0.01%
181,732
-2,343
1207
$481K ﹤0.01%
23,513
+631
1208
$480K ﹤0.01%
+12,842
1209
$480K ﹤0.01%
12,918
+7,295
1210
$478K ﹤0.01%
8,249
-4,795
1211
$476K ﹤0.01%
7,871
1212
$475K ﹤0.01%
19,019
+8,060
1213
$475K ﹤0.01%
42,552
-1,221
1214
$475K ﹤0.01%
35,885
-10,375
1215
$470K ﹤0.01%
4,871
+654
1216
$470K ﹤0.01%
4,396
1217
$468K ﹤0.01%
16,207
+9,379
1218
$467K ﹤0.01%
157,713
+79,060
1219
$462K ﹤0.01%
2,235
1220
$459K ﹤0.01%
10,149
-10,311
1221
$457K ﹤0.01%
3,535
1222
$456K ﹤0.01%
10,633
-3,847
1223
$456K ﹤0.01%
+9,940
1224
$456K ﹤0.01%
237,558
+102,166
1225
$454K ﹤0.01%
7,573
+1,635
47 48
49
50 51