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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91.9M 0.13%
443,708
+131,038
152
$91.7M 0.13%
214,336
-8,451
153
$90.8M 0.13%
375,062
+76,414
154
$90.7M 0.13%
1,401,782
+122,160
155
$90.2M 0.13%
944,040
-132,045
156
$89.9M 0.13%
2,318,336
-531,244
157
$89.6M 0.13%
676,606
+25,685
158
$88.8M 0.13%
333,001
-1,340
159
$87.6M 0.12%
798,748
+729,523
160
$85.5M 0.12%
18,563
-3,502
161
$82.3M 0.12%
317,454
-112,406
162
$81.8M 0.12%
815,076
+131,958
163
$81.5M 0.12%
159,200
-22,102
164
$80.3M 0.11%
1,722,899
-1,868
165
$79.6M 0.11%
80,534
+236
166
$77.8M 0.11%
771,339
-182,036
167
$77.6M 0.11%
126,330
-144,331
168
$77.1M 0.11%
1,074,607
-234,561
169
$77.1M 0.11%
2,347,931
-192,398
170
$76.9M 0.11%
5,752,688
+91,405
171
$76.3M 0.11%
1,016,660
+966,826
172
$76.3M 0.11%
829,357
+98,868
173
$74.3M 0.11%
1,195,703
+14,875
174
$73.6M 0.1%
1,191,142
+80,468
175
$73.3M 0.1%
1,616,766
+100,667
5 6
7
8 9