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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.1M 0.2%
412,555
-6,348
127
$22M 0.2%
155,319
-4,436
128
$22M 0.2%
228,515
-37,300
129
$21.9M 0.2%
612,883
+317,846
130
$21.5M 0.2%
+621,600
131
$21.4M 0.19%
354,113
-75,108
132
$21M 0.19%
304,066
-149,934
133
$21M 0.19%
519,553
-335,983
134
$20.7M 0.19%
265,112
+11,300
135
$20.6M 0.19%
2,079,261
+111,146
136
$20.6M 0.19%
217,647
-36,155
137
$20.5M 0.19%
199,795
+149,458
138
$20.3M 0.18%
198,000
+7,359
139
$20M 0.18%
264,585
+26,802
140
$20M 0.18%
185,333
+11,669
141
$19.8M 0.18%
791,248
-75,895
142
$19.7M 0.18%
929,831
-13,751
143
$19.3M 0.17%
330,700
+54,900
144
$18.5M 0.17%
+172,805
145
$18.3M 0.17%
3,541,390
+248,770
146
$18.1M 0.16%
119,536
+28,408
147
$17.5M 0.16%
341,261
-52,402
148
$17.4M 0.16%
173,299
+32,100
149
$17.3M 0.16%
612,000
+33,000
150
$17.2M 0.16%
193,186
4 5
6
7 8