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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$97.7M 0.25%
991,509
-249,759
102
$96.5M 0.25%
4,065,200
-1,648,360
103
$95.7M 0.24%
494,145
-14,694
104
$95.4M 0.24%
392,791
+49,613
105
$93.1M 0.24%
1,087,964
+111,410
106
$91M 0.23%
839,850
+96,019
107
$90.3M 0.23%
320
108
$89.5M 0.23%
1,967,174
-416,160
109
$89.2M 0.23%
5,332,210
+3,506,641
110
$89.1M 0.23%
1,506,885
+44,835
111
$88.8M 0.23%
1,278,906
-27,302
112
$88.7M 0.23%
2,684,846
+2,675,974
113
$88.6M 0.23%
1,524,004
+146,287
114
$87.9M 0.22%
1,031,554
+168,369
115
$87.5M 0.22%
655,075
-24,990
116
$87.4M 0.22%
849,292
+560,955
117
$86.6M 0.22%
6,313,429
-293,924
118
$86.3M 0.22%
1,086,855
+464,276
119
$85M 0.22%
3,331,738
-31,694
120
$84.7M 0.22%
2,052,940
-326,100
121
$83.9M 0.21%
430,180
+121,328
122
$83.7M 0.21%
1,348,138
+90,700
123
$82.8M 0.21%
1,012,572
+294,546
124
$81.5M 0.21%
1,112,288
-93,090
125
$80.7M 0.21%
1,225,772
-233,916
3 4
5
6 7