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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$62M 0.16%
1,876,665
+649,100
152
$60.8M 0.16%
502,749
+35,073
153
$59.4M 0.15%
721,492
+29,695
154
$59.1M 0.15%
+1,356,088
155
$59M 0.15%
1,246,561
-201,899
156
$59M 0.15%
1,700,680
+749,200
157
$58.9M 0.15%
1,170,587
-249,558
158
$58.5M 0.15%
285,887
-74,011
159
$58.4M 0.15%
1,352,418
+533,486
160
$57.5M 0.15%
1,088,237
+441,352
161
$56.4M 0.15%
2,494,231
-4,070
162
$56.3M 0.15%
230,694
-210,185
163
$56.1M 0.14%
586,678
-862,480
164
$55.8M 0.14%
1,227,240
+264,979
165
$55.4M 0.14%
452,161
-1,345,260
166
$54M 0.14%
2,434,408
+56,789
167
$54M 0.14%
350,278
-36,458
168
$53.9M 0.14%
1,947,123
+397,681
169
$51.8M 0.13%
409,002
-46,497
170
$51M 0.13%
505,714
-184,592
171
$51M 0.13%
2,684,362
+10,228
172
$50.9M 0.13%
1,136,776
-425,665
173
$50.6M 0.13%
929,245
-208,903
174
$50.2M 0.13%
1,158,902
+95,836
175
$49.7M 0.13%
1,965,090
-1,309,668
5 6
7
8 9