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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$62.2M 0.2%
2,463,111
+2,390,466
127
$61.1M 0.2%
327,147
-122,968
128
$59.9M 0.19%
1,530,460
+71,759
129
$59.2M 0.19%
717,093
+125,332
130
$59.2M 0.19%
667,825
+69,665
131
$59.1M 0.19%
546,101
+31,327
132
$59.1M 0.19%
508,918
-245,138
133
$58.9M 0.19%
1,415,980
+132,230
134
$58.4M 0.19%
522,606
+351,226
135
$58.3M 0.19%
1,692,386
-935,421
136
$58.1M 0.19%
2,638,396
+680,853
137
$57.5M 0.18%
747,311
+226,803
138
$56.6M 0.18%
807,112
+106,687
139
$55.2M 0.18%
4,110,690
+101,200
140
$54.1M 0.17%
383,241
+48,722
141
$53.6M 0.17%
4,885,941
+48,500
142
$53.3M 0.17%
590,519
+508,340
143
$52.3M 0.17%
398,671
-139,720
144
$52.1M 0.17%
451,600
-307,491
145
$51.6M 0.17%
298,369
-200,690
146
$51.5M 0.17%
818,068
+812,166
147
$51.2M 0.16%
1,569,770
-126,176
148
$51.1M 0.16%
278,472
+56,496
149
$50.8M 0.16%
7,117,520
+1,995,723
150
$50.2M 0.16%
1,442,513
-30,940
4 5
6
7 8