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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$327K ﹤0.01%
3,451
1352
$326K ﹤0.01%
632
1353
$326K ﹤0.01%
15,370
-21
1354
$326K ﹤0.01%
6,100
-3
1355
$326K ﹤0.01%
+10,359
1356
$326K ﹤0.01%
22,478
+570
1357
$325K ﹤0.01%
12,712
1358
$325K ﹤0.01%
5,370
+220
1359
$325K ﹤0.01%
196,858
+48,221
1360
$324K ﹤0.01%
26,112
+602
1361
$322K ﹤0.01%
42,224
+29,711
1362
$321K ﹤0.01%
160,572
-78,480
1363
$321K ﹤0.01%
+17,988
1364
$321K ﹤0.01%
7,526
1365
$320K ﹤0.01%
+4,631
1366
$317K ﹤0.01%
143,160
+18,814
1367
$317K ﹤0.01%
6,455
+166
1368
$316K ﹤0.01%
7,083
-9,773
1369
$315K ﹤0.01%
6,346
+459
1370
$308K ﹤0.01%
2,939
1371
$307K ﹤0.01%
3,122
-38
1372
$307K ﹤0.01%
5,324
+240
1373
$306K ﹤0.01%
9,292
1374
$305K ﹤0.01%
8,366
+1
1375
$305K ﹤0.01%
1,629
-1,945
53 54
55
56 57