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
$19.5B
AUM Growth
-$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$77M
3
+$57.6M
4
TECK icon
Teck Resources
TECK
+$45.8M
5
SU icon
Suncor Energy
SU
+$44.9M

Top Sells

1
+$194M
2
+$127M
3
+$91.8M
4
BAC icon
Bank of America
BAC
+$77.4M
5
BN icon
Brookfield
BN
+$69.8M

Sector Composition

1 Financials 28.94%
2 Energy 13.62%
3 Industrials 9.93%
4 Healthcare 9.14%
5 Technology 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25.3M 0.13%
237,368
-23,990
152
$25.1M 0.13%
1,056,199
+209,900
153
$24.6M 0.13%
535,000
-225,000
154
$24.3M 0.12%
822,082
-273,223
155
$24.1M 0.12%
308,565
-196,525
156
$24M 0.12%
191,907
+7,308
157
$23.7M 0.12%
274,602
-43,995
158
$22.9M 0.12%
88,818
+76,529
159
$22.9M 0.12%
203,522
-80,740
160
$22.6M 0.12%
853,857
+843,505
161
$22.5M 0.12%
1,487,000
+1,314,000
162
$22.3M 0.11%
207,089
-40,736
163
$22.1M 0.11%
609,444
-85,650
164
$20.9M 0.11%
108,055
-66,554
165
$20.9M 0.11%
310,345
-248,891
166
$20.9M 0.11%
3,360,040
-191,610
167
$20.8M 0.11%
244
+51
168
$20.7M 0.11%
1,095,300
169
$20.7M 0.11%
753,879
+59,779
170
$20.3M 0.1%
213,774
-23,667
171
$20.2M 0.1%
488,400
+76,400
172
$20M 0.1%
222,619
+46,100
173
$19.7M 0.1%
2,259,873
-637,200
174
$19.1M 0.1%
118,950
-7,050
175
$19.1M 0.1%
763,000
+177,900
5 6
7
8 9