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
$38.8B
AUM Growth
-$2.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$616M
2
+$132M
3
+$115M
4
WAT icon
Waters Corp
WAT
+$98.4M
5
ABBV icon
AbbVie
ABBV
+$95.5M

Top Sells

1
+$180M
2
+$165M
3
+$147M
4
ZTS icon
Zoetis
ZTS
+$138M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$127M

Sector Composition

1 Financials 24.1%
2 Industrials 12.5%
3 Healthcare 11.81%
4 Technology 10.36%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49.5M 0.13%
364,612
-7,239
177
$49.4M 0.13%
1,128,082
+394,794
178
$46.9M 0.12%
1,412,449
+91,065
179
$46.1M 0.12%
7,186,657
-197,385
180
$45.9M 0.12%
201,409
-197,323
181
$45.3M 0.12%
140,313
+63,195
182
$44.9M 0.12%
122,584
-51,378
183
$44.3M 0.11%
1,080,606
+533,853
184
$44M 0.11%
404,171
+60,919
185
$44M 0.11%
1,906,359
-161,014
186
$42.9M 0.11%
365,934
-43,679
187
$42.5M 0.11%
318,881
+196,669
188
$41.6M 0.11%
994,505
-58,274
189
$41.6M 0.11%
2,333,613
+148,100
190
$41.4M 0.11%
+431,999
191
$41.4M 0.11%
1,120,722
-571,337
192
$40.2M 0.1%
7,437,536
+2,205,136
193
$38.4M 0.1%
500,451
-255,003
194
$38M 0.1%
128,832
-307,236
195
$37.1M 0.1%
+802,789
196
$36.9M 0.1%
1,646,462
-253,719
197
$36.8M 0.09%
1,782,612
+350,412
198
$35.4M 0.09%
1,868,500
-16,100
199
$34.9M 0.09%
1,327,486
-160,215
200
$34.4M 0.09%
837,929
-1,057,554
6 7
8
9 10