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
1401
$63K ﹤0.01%
+14,409
1402
$63K ﹤0.01%
+11,366
1403
$61K ﹤0.01%
+14,000
1404
$59K ﹤0.01%
2,372
+997
1405
$52K ﹤0.01%
+14,310
1406
$51K ﹤0.01%
12,608
-1,894
1407
$49K ﹤0.01%
+13,651
1408
$47K ﹤0.01%
+13,990
1409
$47K ﹤0.01%
+10,124
1410
$47K ﹤0.01%
192
+81
1411
$46K ﹤0.01%
+15,500
1412
$45K ﹤0.01%
+1,261
1413
$41K ﹤0.01%
1,633
+241
1414
$38K ﹤0.01%
+12,401
1415
$34K ﹤0.01%
+364
1416
$31K ﹤0.01%
+374
1417
$25K ﹤0.01%
+13,712
1418
$24K ﹤0.01%
17,863
+7,558
1419
$23K ﹤0.01%
+1,660
1420
$22K ﹤0.01%
+82
1421
$19K ﹤0.01%
+38
1422
$18K ﹤0.01%
+10,544
1423
$17K ﹤0.01%
+1,326
1424
$17K ﹤0.01%
928
+380
1425
$16K ﹤0.01%
424
+182
55 56
57
58 59