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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55.8M 0.13%
379,619
+181,446
152
$55.5M 0.13%
+1,034,101
153
$55.3M 0.13%
1,708,024
-573,180
154
$55M 0.13%
+1,001,274
155
$54.3M 0.13%
757,408
+312,671
156
$53.7M 0.13%
3,008,929
-2,867,713
157
$53.3M 0.13%
+103,775
158
$52.2M 0.13%
3,057,252
+2,948,384
159
$52M 0.13%
2,038,483
+408,900
160
$51M 0.12%
1,208,728
-17,305
161
$50.7M 0.12%
1,740,516
-23,810
162
$50.6M 0.12%
286,496
+63,475
163
$50.6M 0.12%
285,753
+14,895
164
$50.1M 0.12%
1,189,792
+369,700
165
$48.7M 0.12%
11,315,163
+1,396,627
166
$48M 0.12%
266,085
+196,173
167
$47.9M 0.12%
634,584
+8,826
168
$47.8M 0.12%
3,053,809
-160,049
169
$47.2M 0.11%
928,623
+354,058
170
$47.1M 0.11%
1,574,740
+106,305
171
$46.7M 0.11%
590,451
+485,551
172
$46M 0.11%
438,798
+122,365
173
$45M 0.11%
697,456
-32,109
174
$44.4M 0.11%
570,817
+167,133
175
$43.7M 0.11%
649,111
+226,431
5 6
7
8 9