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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47.1M 0.29%
2,125,355
+55,400
102
$47M 0.29%
538,725
-157,529
103
$46.8M 0.29%
1,061,793
+69,320
104
$46.6M 0.29%
478,891
-342,909
105
$46.5M 0.29%
459,261
-37,465
106
$44.1M 0.28%
886,535
+72,920
107
$43.7M 0.27%
2,881,630
-3,600,346
108
$42.6M 0.27%
1,506,437
+493,440
109
$41.8M 0.26%
2,421,220
-79,400
110
$41.6M 0.26%
525,124
+226,495
111
$41.2M 0.26%
15,700
-395
112
$41.1M 0.26%
480,625
+123,000
113
$40.5M 0.25%
255,748
-150,552
114
$39.9M 0.25%
1,269,513
+35,803
115
$39M 0.24%
2,068,638
-103,362
116
$38.8M 0.24%
41,802
-552
117
$38.8M 0.24%
477,035
-18,125
118
$37.6M 0.24%
2,364,500
-727,673
119
$36.5M 0.23%
576,710
-156,107
120
$36.4M 0.23%
2,229,116
-106,301
121
$36M 0.22%
2,190,000
-12,500
122
$35.5M 0.22%
563,373
-39,060
123
$35.3M 0.22%
448,267
-15,156
124
$35.1M 0.22%
324,048
-10,604
125
$34.9M 0.22%
390,175
-191,513
3 4
5
6 7