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
$16B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$106M
3
+$103M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.9M
5
DVA icon
DaVita
DVA
+$82.8M

Top Sells

1
+$101M
2
+$98.9M
3
+$72.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$71.8M
5
TSM icon
TSMC
TSM
+$61.9M

Sector Composition

1 Financials 24.64%
2 Industrials 12.49%
3 Energy 11.68%
4 Healthcare 11.21%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.3M 0.1%
419,040
-380,120
177
$15.7M 0.1%
122,449
-349,949
178
$15.1M 0.09%
46,148
-2,100
179
$15M 0.09%
1,497,000
-44,277
180
$15M 0.09%
207,689
-75,851
181
$14.9M 0.09%
1,159,900
-1,118,121
182
$14.8M 0.09%
+1,182,196
183
$14.5M 0.09%
117,394
-21,600
184
$14.4M 0.09%
160,267
+26,480
185
$14.4M 0.09%
323,792
+227,169
186
$14.4M 0.09%
323,403
+275,542
187
$14.2M 0.09%
207,836
-135,417
188
$14.2M 0.09%
126,173
-45,700
189
$13.7M 0.09%
1,037,026
-33,350
190
$13.5M 0.08%
93,535
-65,402
191
$13.3M 0.08%
572,170
-437,780
192
$13.3M 0.08%
157,253
-2,699
193
$13.2M 0.08%
970,351
+71,042
194
$13.2M 0.08%
325,355
+319,143
195
$13M 0.08%
150,053
-89,000
196
$12.6M 0.08%
238,600
197
$12.3M 0.08%
2,236,161
-700
198
$12.3M 0.08%
1,242,958
-1,612,570
199
$12M 0.07%
154,257
-5,770
200
$11.9M 0.07%
584,659
+72,650
6 7
8
9 10