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
1376
$91K ﹤0.01%
+28
1377
$91K ﹤0.01%
17,641
-619
1378
$90K ﹤0.01%
17,567
+6,460
1379
$88K ﹤0.01%
+14,285
1380
$87K ﹤0.01%
+1,009
1381
$83K ﹤0.01%
20,921
+4,422
1382
$83K ﹤0.01%
1,224
+518
1383
$81K ﹤0.01%
2,474
-547
1384
$76K ﹤0.01%
14,300
-1,500
1385
$75K ﹤0.01%
+10,337
1386
$75K ﹤0.01%
2,070
+417
1387
$75K ﹤0.01%
+15,582
1388
$74K ﹤0.01%
+10,652
1389
$74K ﹤0.01%
17,767
+2,449
1390
$73K ﹤0.01%
10,795
-848
1391
$73K ﹤0.01%
15,300
-4,500
1392
$73K ﹤0.01%
324
-15
1393
$73K ﹤0.01%
18,605
+7,644
1394
$72K ﹤0.01%
+125
1395
$71K ﹤0.01%
+10,660
1396
$70K ﹤0.01%
23,748
+9,595
1397
$69K ﹤0.01%
+10,887
1398
$69K ﹤0.01%
16,800
1399
$67K ﹤0.01%
24,640
+12,300
1400
$65K ﹤0.01%
+1,747
54 55
56
57 58