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
$59.2B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$94.9M
3 +$90.8M
4
TU icon
Telus
TU
+$88.1M
5
MCK icon
McKesson
MCK
+$68.5M

Top Sells

1 +$661M
2 +$611M
3 +$338M
4
ALC icon
Alcon
ALC
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M

Sector Composition

1 Financials 21.39%
2 Technology 15.49%
3 Industrials 12.83%
4 Healthcare 10.79%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$89.3M 0.15%
6,459,559
+84,496
152
$87.7M 0.15%
204,449
-111,636
153
$87.4M 0.15%
658,952
-141,799
154
$87M 0.15%
1,041,142
+38,517
155
$84.9M 0.14%
911,396
+9,921
156
$84.8M 0.14%
2,312,084
+59,448
157
$80M 0.13%
390,357
+47,076
158
$78.5M 0.13%
1,274,033
-617,718
159
$77.9M 0.13%
8,214,994
+320,598
160
$74.1M 0.12%
1,447,086
-135,151
161
$73.3M 0.12%
446,820
+10,069
162
$73.3M 0.12%
1,194,521
+106,543
163
$72.4M 0.12%
516,802
-2,340
164
$71.5M 0.12%
226,436
+46,020
165
$71.3M 0.12%
815,481
+541,354
166
$70.9M 0.12%
833,486
+33,605
167
$68.8M 0.11%
507,096
-80,550
168
$68.5M 0.11%
2,002,848
+57,028
169
$68.3M 0.11%
947,370
-293,864
170
$67.6M 0.11%
670,326
+15,956
171
$67.5M 0.11%
599,108
-6
172
$67.4M 0.11%
1,740,826
+92,323
173
$65.8M 0.11%
4,184,739
-15,841
174
$65.4M 0.11%
3,365,866
+741,948
175
$65M 0.11%
126,646
-28,193