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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43M 0.1%
748,897
+598,035
177
$42.2M 0.1%
2,491,134
178
$42.1M 0.1%
421,858
+126,500
179
$41.9M 0.1%
483,473
-463,716
180
$41.8M 0.1%
+364,861
181
$41.4M 0.1%
+415,211
182
$40.6M 0.1%
204,753
+141,635
183
$40.2M 0.1%
2,319,783
+306,401
184
$39.8M 0.1%
+540,671
185
$39.6M 0.1%
+901,244
186
$38.7M 0.09%
308,430
-43,233
187
$38.6M 0.09%
2,671,065
-488,459
188
$38.3M 0.09%
327,834
+72,307
189
$38.2M 0.09%
+766,054
190
$37.8M 0.09%
+345,563
191
$37.7M 0.09%
47,658
+252
192
$37.6M 0.09%
+371,523
193
$37M 0.09%
1,674,685
+979,685
194
$35.6M 0.09%
403,430
-207,101
195
$35.3M 0.09%
+244,791
196
$35.3M 0.09%
+1,515,362
197
$35.2M 0.09%
1,812,300
+70,300
198
$35.2M 0.09%
454,303
+159,583
199
$34.8M 0.08%
549,201
+311,677
200
$34.3M 0.08%
3,271,532
+460,294
6 7
8
9 10