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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22.8M 0.14%
278,987
+196,659
152
$22.7M 0.14%
314,181
-30,375
153
$22.5M 0.14%
412,348
-52,553
154
$21.6M 0.14%
273,539
-180,013
155
$21M 0.13%
4,991,571
-1,588,850
156
$20.8M 0.13%
759,232
+454,252
157
$20.6M 0.13%
4,626,352
-173,300
158
$20.5M 0.13%
731,993
-763,740
159
$20.4M 0.13%
568,304
+87,914
160
$20.4M 0.13%
4,731,762
-343,898
161
$20.4M 0.13%
277,398
-234,647
162
$20.3M 0.13%
374,973
-143,078
163
$20.3M 0.13%
826,501
-46,340
164
$20M 0.12%
380,362
+260,551
165
$19.9M 0.12%
382,623
-199,931
166
$19.4M 0.12%
5,800,811
+738,986
167
$19.2M 0.12%
1,868,445
-715,100
168
$19.1M 0.12%
+414,740
169
$18.1M 0.11%
2,821,761
+1,861,161
170
$17.6M 0.11%
168,306
-44,852
171
$17.6M 0.11%
899,678
-716,105
172
$17.3M 0.11%
485,938
-107,002
173
$17.1M 0.11%
1,041,636
+1,025,025
174
$16.8M 0.1%
590,981
-326,800
175
$16.3M 0.1%
753,480
+223,000
5 6
7
8 9