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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.7M 0.12%
401,409
+150,900
177
$12.7M 0.11%
95,086
-1,621
178
$12.5M 0.11%
95,540
-15,845
179
$12.1M 0.11%
154,690
+32,850
180
$12M 0.11%
76,621
+3,876
181
$12M 0.11%
123,355
+37,510
182
$12M 0.11%
141,409
+1,761
183
$11.9M 0.11%
1,266,000
+217,000
184
$11.8M 0.11%
181,278
+38,721
185
$11.8M 0.11%
188,515
-177,853
186
$11.7M 0.11%
253,605
+14,821
187
$11.7M 0.11%
626,444
-171,556
188
$11.5M 0.1%
161,270
+12,013
189
$11.5M 0.1%
3,450,178
+590,578
190
$11.4M 0.1%
57,544
+10,328
191
$11.3M 0.1%
198,200
192
$11.3M 0.1%
416,106
-4,800
193
$11.3M 0.1%
135,019
+6,754
194
$11.1M 0.1%
341,734
+64,260
195
$10.8M 0.1%
172,980
-22,551
196
$10.8M 0.1%
574,500
-51,500
197
$10.5M 0.1%
+1,015,827
198
$10.2M 0.09%
455,000
199
$10.1M 0.09%
106,884
-10,977
200
$9.91M 0.09%
103,884
-15,185
6 7
8
9 10