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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.8M 0.21%
363,587
-176,418
127
$33.5M 0.21%
139,545
-13,696
128
$32.9M 0.21%
285,356
-69,825
129
$31.9M 0.2%
991,390
-255,506
130
$31.1M 0.19%
743,600
-1,105,360
131
$31M 0.19%
734,084
-129,849
132
$30.6M 0.19%
721,576
-35,049
133
$29.8M 0.19%
1,160,000
-117,000
134
$29.4M 0.18%
738,922
+180,345
135
$29.1M 0.18%
1,009,704
+182,204
136
$28.9M 0.18%
262,555
+107,245
137
$28.5M 0.18%
304,600
-1,200
138
$28.5M 0.18%
819,509
+343,364
139
$27.8M 0.17%
+519,765
140
$27.4M 0.17%
262,587
+12,033
141
$27.2M 0.17%
2,061,783
-679,949
142
$26.6M 0.17%
5,074,621
-52,100
143
$26.4M 0.16%
1,134,132
-28,651
144
$26.4M 0.16%
553,411
-409,369
145
$26.2M 0.16%
386,057
+12,057
146
$25.9M 0.16%
658,029
-85,266
147
$24.8M 0.15%
763,214
-339,784
148
$23.8M 0.15%
503,258
+194,952
149
$23.6M 0.15%
184,421
+4,329
150
$23.2M 0.15%
210,176
-142,083
4 5
6
7 8