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
$70.5B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,501
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$118M
3
+$105M
4
ADSK icon
Autodesk
ADSK
+$99.7M
5
SBUX icon
Starbucks
SBUX
+$85M

Top Sells

1
+$213M
2
+$184M
3
+$150M
4
VTV icon
Vanguard Value ETF
VTV
+$141M
5
TRI icon
Thomson Reuters
TRI
+$132M

Sector Composition

1 Financials 25.38%
2 Technology 18.46%
3 Industrials 11.18%
4 Healthcare 9.26%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$230K ﹤0.01%
9,230
-90,919
1252
$230K ﹤0.01%
+14,261
1253
$229K ﹤0.01%
3,158
+766
1254
$229K ﹤0.01%
2,876
-443
1255
$228K ﹤0.01%
+5,455
1256
$228K ﹤0.01%
157,252
+13,904
1257
$228K ﹤0.01%
+5,501
1258
$228K ﹤0.01%
+2,928
1259
$228K ﹤0.01%
+7,032
1260
$228K ﹤0.01%
+3,402
1261
$227K ﹤0.01%
+11,168
1262
$227K ﹤0.01%
2,611
+209
1263
$227K ﹤0.01%
+5,304
1264
$226K ﹤0.01%
+10,986
1265
$226K ﹤0.01%
68,611
+1,270
1266
$225K ﹤0.01%
+2,473
1267
$223K ﹤0.01%
+1,704
1268
$223K ﹤0.01%
32,011
+1,763
1269
$222K ﹤0.01%
+1,130
1270
$222K ﹤0.01%
+2,167
1271
$222K ﹤0.01%
3,488
-414
1272
$221K ﹤0.01%
6,934
+1,176
1273
$221K ﹤0.01%
+6,118
1274
$221K ﹤0.01%
+6,300
1275
$220K ﹤0.01%
+2,835
49 50
51
52 53