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
$37.4B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$181M
3
+$156M
4
KEYS icon
Keysight
KEYS
+$143M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$143M

Top Sells

1
+$261M
2
+$230M
3
+$110M
4
CP icon
Canadian Pacific Kansas City
CP
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.7M

Sector Composition

1 Financials 21.14%
2 Technology 16.08%
3 Industrials 11.63%
4 Healthcare 11.07%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$60.6M 0.16%
1,456,209
-940,699
152
$60.5M 0.16%
1,518,759
+1,471,785
153
$60.4M 0.16%
3,177,532
+125,049
154
$60.2M 0.16%
3,957,490
-153,200
155
$60.2M 0.16%
1,050,699
+108,071
156
$59.8M 0.16%
872,826
+54,758
157
$59.1M 0.16%
2,005,258
-510,166
158
$58.2M 0.16%
522,023
-328,894
159
$55.8M 0.15%
1,375,850
+50,364
160
$55.8M 0.15%
180,100
+99,200
161
$55.5M 0.15%
1,390,836
+289,515
162
$54.9M 0.15%
277,756
+161,991
163
$54.8M 0.15%
916,076
-357,588
164
$53.5M 0.14%
1,997,630
-3,831
165
$53.3M 0.14%
2,334,686
-303,710
166
$52.5M 0.14%
5,111,397
-2,006,123
167
$52.2M 0.14%
802,723
+255,163
168
$52.1M 0.14%
562,590
+14,601
169
$51.5M 0.14%
561,855
-28,664
170
$50.6M 0.14%
884,750
-10,333
171
$49.6M 0.13%
805,922
-22,512
172
$49.6M 0.13%
681,160
+124,759
173
$49.4M 0.13%
2,170,577
+467,607
174
$48.2M 0.13%
916,230
+57,474
175
$47.9M 0.13%
281,192
-29,167
5 6
7
8 9