Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.3M 0.27%
785,980
+67,300
102
$28.5M 0.26%
270,863
-82,855
103
$28.3M 0.26%
349,251
+14,869
104
$28.3M 0.26%
578,800
-14,085
105
$28.1M 0.25%
1,955,655
-147,224
106
$27.7M 0.25%
974,517
+332,363
107
$27.6M 0.25%
685,659
+13,730
108
$27.6M 0.25%
1,005,960
+403,367
109
$26.9M 0.24%
273,500
-18,700
110
$26.8M 0.24%
307,800
+94,200
111
$26M 0.24%
282,388
+4,633
112
$25.3M 0.23%
951,950
+47,000
113
$24.6M 0.22%
237,509
+9,255
114
$24.4M 0.22%
1,177,037
+116,157
115
$24.1M 0.22%
369,607
+62,075
116
$24.1M 0.22%
139,961
+23,867
117
$24M 0.22%
405,474
+291,074
118
$23.7M 0.21%
246,439
+8,493
119
$23.6M 0.21%
297,014
+8,842
120
$23.5M 0.21%
87,860
-3,271
121
$23.4M 0.21%
311,333
-80,474
122
$23.2M 0.21%
769,581
123
$23M 0.21%
385,059
-112,998
124
$22.5M 0.2%
849,114
-315,000
125
$22.3M 0.2%
3,183,165
+1,568,165
3 4
5
6 7