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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$80.7M 0.22%
1,351,540
-346,092
127
$80.2M 0.21%
1,090,234
-433,247
128
$79M 0.21%
903,466
+319,670
129
$79M 0.21%
888,191
+171,098
130
$79M 0.21%
606,636
+60,535
131
$78.9M 0.21%
2,885,051
-499,249
132
$78.1M 0.21%
835,692
+88,381
133
$77.3M 0.21%
2,386,638
-76,473
134
$75.8M 0.2%
1,374,567
-79,385
135
$75M 0.2%
503,166
+444,830
136
$74.7M 0.2%
442,078
+58,837
137
$73.9M 0.2%
583,847
+61,241
138
$73.8M 0.2%
1,527,787
+441,988
139
$73.5M 0.2%
118,311
+4,813
140
$72.9M 0.2%
400,321
-22,645
141
$72.3M 0.19%
7,689,218
-1,311,642
142
$72.1M 0.19%
484,190
-1,753,837
143
$70.8M 0.19%
897,403
+123,215
144
$65.9M 0.18%
310,541
+12,172
145
$64.8M 0.17%
483,043
-94,092
146
$63.8M 0.17%
365,706
+104,445
147
$63.1M 0.17%
2,382,376
+1,041,176
148
$62.6M 0.17%
161,227
+30,753
149
$62.1M 0.17%
11,448,353
+28,108
150
$61M 0.16%
1,380,121
-13,900
4 5
6
7 8