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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58.4M 0.15%
1,178,023
-642,887
152
$57.6M 0.15%
5,964,117
+940,939
153
$56.8M 0.14%
3,702,613
+2,763,431
154
$56.6M 0.14%
361,143
-25,491
155
$55.7M 0.14%
2,575,041
-18,893
156
$55.5M 0.14%
827,487
+11,692
157
$55.2M 0.14%
415,404
+122,286
158
$54.2M 0.14%
1,037,025
+303,196
159
$53.7M 0.14%
395,483
-14,298
160
$53.4M 0.14%
1,513,911
-225,978
161
$53M 0.14%
747,471
+203,371
162
$52.3M 0.13%
5,034,245
-268,359
163
$51.3M 0.13%
102,739
+1,432
164
$50.9M 0.13%
1,782,522
-132,558
165
$50.4M 0.13%
1,326,860
-25,650
166
$49.8M 0.13%
3,072,708
-79,277
167
$49.6M 0.13%
663,705
+106,068
168
$48.6M 0.12%
2,573,495
-616,352
169
$48.2M 0.12%
427,282
-233,718
170
$48.2M 0.12%
2,278,983
-40,800
171
$47.5M 0.12%
45,293
-2,786
172
$47.1M 0.12%
721,643
-21,639
173
$47M 0.12%
3,222,973
+30,915
174
$46.8M 0.12%
212,238
+166,003
175
$46.2M 0.12%
1,047,222
+189,782
5 6
7
8 9