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
1276
$220K ﹤0.01%
+6,985
1277
$219K ﹤0.01%
+14,778
1278
$219K ﹤0.01%
+2,561
1279
$218K ﹤0.01%
+2,877
1280
$218K ﹤0.01%
9,026
+889
1281
$217K ﹤0.01%
+5,774
1282
$217K ﹤0.01%
+11,577
1283
$217K ﹤0.01%
+3,862
1284
$216K ﹤0.01%
+2,040
1285
$216K ﹤0.01%
+2,763
1286
$216K ﹤0.01%
1,450
-626
1287
$216K ﹤0.01%
+8,691
1288
$216K ﹤0.01%
2,169
-116
1289
$216K ﹤0.01%
+6,308
1290
$215K ﹤0.01%
23
1291
$214K ﹤0.01%
+3,133
1292
$214K ﹤0.01%
+7,028
1293
$213K ﹤0.01%
+2,212
1294
$213K ﹤0.01%
5,728
-714
1295
$213K ﹤0.01%
+4,386
1296
$212K ﹤0.01%
+2,297
1297
$211K ﹤0.01%
2,922
+275
1298
$211K ﹤0.01%
4,948
+1,090
1299
$211K ﹤0.01%
+13,399
1300
$211K ﹤0.01%
+3,693
50 51
52
53 54