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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85.2M 0.21%
1,545,103
+393,087
102
$83.4M 0.2%
1,860,632
+86,300
103
$82.2M 0.2%
1,149,038
-10,064
104
$82M 0.2%
644,423
+283,263
105
$78.8M 0.19%
452,005
+43,816
106
$78.7M 0.19%
5,486,380
+351,392
107
$78.6M 0.19%
1,090,858
+262,996
108
$78.1M 0.19%
888,605
+44,540
109
$77.5M 0.19%
806,970
-96,993
110
$76.6M 0.19%
1,459,688
+99,800
111
$76.3M 0.18%
+991,967
112
$75.9M 0.18%
940,225
+930,956
113
$75.8M 0.18%
931,241
+241,372
114
$75.5M 0.18%
2,949,708
+1,919,529
115
$75.4M 0.18%
578,215
-9,100
116
$75.2M 0.18%
5,890,748
+394,827
117
$75.2M 0.18%
707,100
+192,100
118
$75M 0.18%
508,342
+211,895
119
$73.8M 0.18%
537,530
+12,814
120
$73.6M 0.18%
761,072
+403,868
121
$73.2M 0.18%
8,018,311
+3,406,432
122
$72M 0.17%
2,228,837
+380,627
123
$71.8M 0.17%
417,224
+195,370
124
$70.6M 0.17%
5,849,960
+237,570
125
$69.4M 0.17%
2,179,188
+14,455
3 4
5
6 7