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
1326
$204K ﹤0.01%
+2,925
1327
$203K ﹤0.01%
+4,382
1328
$203K ﹤0.01%
+3,367
1329
$202K ﹤0.01%
7,674
-8,079
1330
$202K ﹤0.01%
+3,523
1331
$202K ﹤0.01%
+13,400
1332
$201K ﹤0.01%
+12,781
1333
$201K ﹤0.01%
+2,652
1334
$201K ﹤0.01%
+4,089
1335
$199K ﹤0.01%
+10,615
1336
$189K ﹤0.01%
+10,116
1337
$186K ﹤0.01%
26,675
-1,606
1338
$176K ﹤0.01%
+13,917
1339
$175K ﹤0.01%
7,253
+2,945
1340
$175K ﹤0.01%
35,419
+4,300
1341
$172K ﹤0.01%
+10,537
1342
$164K ﹤0.01%
+3,916
1343
$163K ﹤0.01%
13,535
+375
1344
$162K ﹤0.01%
+12,854
1345
$160K ﹤0.01%
+12,167
1346
$159K ﹤0.01%
19,781
+5,074
1347
$158K ﹤0.01%
+10,000
1348
$157K ﹤0.01%
38,460
-926
1349
$156K ﹤0.01%
+13,070
1350
$156K ﹤0.01%
40,973
-843
52 53
54
55 56