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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$264M
2 +$227M
3 +$146M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
5
BAC icon
Bank of America
BAC
+$135M

Top Sells

1 +$212M
2 +$205M
3 +$164M
4
TD icon
Toronto Dominion Bank
TD
+$161M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-2,292
1227
-7,413
1228
-35,203
1229
-16,022
1230
-23,888
1231
-199
1232
-40,000
1233
-30,264
1234
-1,803
1235
-6,300
1236
-29,250
1237
-58,045
1238
-5,956
1239
-3,782
1240
-1,065,034
1241
-158,676
1242
-10,824
1243
-4,160
1244
-10,014
1245
-79,000
1246
-147,685
1247
-10,000
1248
-69,130
1249
-190,741
1250
-94,208