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
1351
$153K ﹤0.01%
+12,344
1352
$152K ﹤0.01%
+23,072
1353
$152K ﹤0.01%
41,703
+9,798
1354
$150K ﹤0.01%
+10,423
1355
$144K ﹤0.01%
+10,802
1356
$136K ﹤0.01%
16,269
-110
1357
$131K ﹤0.01%
14,176
-317
1358
$129K ﹤0.01%
1,252
+733
1359
$129K ﹤0.01%
+14,261
1360
$125K ﹤0.01%
+391
1361
$123K ﹤0.01%
6,721
+2,703
1362
$122K ﹤0.01%
+15,957
1363
$120K ﹤0.01%
+12,700
1364
$120K ﹤0.01%
+4,744
1365
$112K ﹤0.01%
29,759
+12,320
1366
$108K ﹤0.01%
12,183
+1,780
1367
$107K ﹤0.01%
+10,278
1368
$106K ﹤0.01%
12,377
+1,474
1369
$101K ﹤0.01%
19,419
+8,015
1370
$100K ﹤0.01%
13,430
-119
1371
$98K ﹤0.01%
5,771
+2,318
1372
$96K ﹤0.01%
3,055
+608
1373
$94K ﹤0.01%
+517
1374
$94K ﹤0.01%
469
+102
1375
$94K ﹤0.01%
14,983
+2,266
53 54
55
56 57