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
$69.1B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$213M
3
+$209M
4
ROP icon
Roper Technologies
ROP
+$106M
5
NFLX icon
Netflix
NFLX
+$87.9M

Top Sells

1
+$433M
2
+$275M
3
+$140M
4
BMO icon
Bank of Montreal
BMO
+$132M
5
TD icon
Toronto Dominion Bank
TD
+$124M

Sector Composition

1 Financials 21.44%
2 Technology 19.83%
3 Industrials 13.28%
4 Healthcare 9.07%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-3,129
1602
– –
-104,251
1603
– –
-31,433
1604
– –
-4,456
1605
– –
-5,570
1606
– –
-4,646
1607
– –
-3,156
1608
– –
-10,155
1609
– –
-26,291
1610
– –
-3,202
1611
– –
-4,940
1612
– –
-14,644
1613
– –
-15,172
1614
– –
-1,709
1615
– –
-11,064
1616
– –
-65,639
1617
– –
-23,233
1618
– –
-31,858
1619
– –
-9,367
1620
– –
-20,700
1621
– –
-13,514
1622
– –
-68,186
1623
– –
-2,973
1624
– –
-12,830
1625
– –
-62,964
62 63 64
65
66