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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.2M 0.16%
301,345
+292,638
152
$17.1M 0.16%
1,871,805
+1,168,938
153
$16.6M 0.15%
732,285
-36,081
154
$16.5M 0.15%
305,967
-25,600
155
$16.4M 0.15%
122,959
-37,501
156
$16.3M 0.15%
174,268
-8,492
157
$16.2M 0.15%
155,320
+142,558
158
$15.9M 0.14%
52,358
-8,426
159
$15.8M 0.14%
298,780
+45,990
160
$15.8M 0.14%
113,182
+89
161
$15.7M 0.14%
200,235
-35,100
162
$15.7M 0.14%
750,000
-200,000
163
$15.5M 0.14%
253,600
+194,000
164
$15.4M 0.14%
503,174
-8,172
165
$15.4M 0.14%
123,205
-13,879
166
$15.4M 0.14%
240,315
-32,850
167
$14.6M 0.13%
122,398
+16,498
168
$14.6M 0.13%
151,407
+33,041
169
$14.5M 0.13%
406,391
+92,802
170
$14.2M 0.13%
430,000
171
$14.1M 0.13%
361,613
+126,013
172
$14M 0.13%
1,185,334
173
$13.4M 0.12%
511,087
+364,200
174
$13.1M 0.12%
157,225
+1,295
175
$12.9M 0.12%
177,882
-8,350
5 6
7
8 9