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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68.7M 0.17%
730,539
+14,039
127
$68M 0.16%
59,732
+9,156
128
$67.2M 0.16%
2,262,200
+436,330
129
$66.5M 0.16%
1,224,359
+761,285
130
$65.4M 0.16%
203,793
+84,983
131
$65.3M 0.16%
447,177
+145,283
132
$65.3M 0.16%
3,083,624
+1,743,195
133
$65.1M 0.16%
+3,271,140
134
$64.9M 0.16%
796,797
+87,095
135
$64.3M 0.16%
+424,990
136
$62.6M 0.15%
371,560
+348,662
137
$62.1M 0.15%
2,804,027
+429,621
138
$62.1M 0.15%
1,423,371
+260,206
139
$62M 0.15%
1,061,160
+848,080
140
$62M 0.15%
684,544
-234,867
141
$61.1M 0.15%
1,359,150
-128,425
142
$60.6M 0.15%
384,375
+125,330
143
$60.2M 0.15%
317,629
+261,121
144
$59.4M 0.14%
434,844
+129,885
145
$59.4M 0.14%
2,022,199
+1,978,314
146
$59.3M 0.14%
1,800,309
+1,303,335
147
$58.8M 0.14%
469,486
+458,819
148
$58.7M 0.14%
198,881
+77,993
149
$57.4M 0.14%
967,778
+456,260
150
$56.3M 0.14%
361,301
-197,692
4 5
6
7 8