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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$82.2M 0.26%
850,917
+314,910
102
$81.8M 0.26%
1,489,393
-597,544
103
$81.1M 0.26%
+1,463,165
104
$79.5M 0.26%
+3,384,300
105
$78.8M 0.25%
1,648,301
+245,340
106
$78.1M 0.25%
1,453,952
+896,675
107
$77.9M 0.25%
4,273,244
+2,384,868
108
$77.1M 0.25%
2,215,939
+404,355
109
$75.8M 0.24%
173,763
+144,910
110
$74.8M 0.24%
7,190,425
-409,550
111
$74.2M 0.24%
1,249,720
-1,015,644
112
$74.2M 0.24%
1,917,620
-1,175,701
113
$74.1M 0.24%
448,308
+110,970
114
$73.2M 0.24%
2,147,230
+1,883,027
115
$72.9M 0.23%
1,357,011
+122,375
116
$72.9M 0.23%
1,839,917
+171,765
117
$71.7M 0.23%
1,697,632
+82,797
118
$70.7M 0.23%
5,635,705
-5,782,734
119
$70.2M 0.23%
577,135
+259,009
120
$69.7M 0.22%
810,132
+84,896
121
$68.9M 0.22%
1,273,664
-156,313
122
$65M 0.21%
1,654,678
-1,642,809
123
$63.8M 0.21%
794,017
+54,006
124
$63.7M 0.2%
1,336,465
+1,326,521
125
$62.5M 0.2%
422,966
-78,154
3 4
5
6 7