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
201
$9.71M 0.09%
2,487,653
+396,067
202
$9.6M 0.09%
215,500
+151,500
203
$9.59M 0.09%
80,694
+20,300
204
$9.49M 0.09%
+504,480
205
$9.3M 0.08%
108,625
-57,060
206
$9.25M 0.08%
344,726
-883,647
207
$9.23M 0.08%
108,620
+15,558
208
$9.22M 0.08%
115,951
+42,683
209
$9.02M 0.08%
209,960
-3,278,282
210
$8.78M 0.08%
577,876
+33,836
211
$8.78M 0.08%
95,190
-4,343
212
$8.42M 0.08%
317,395
-2,196,620
213
$8.39M 0.08%
4,845
+494
214
$8.36M 0.08%
488,112
+28,528
215
$8.27M 0.08%
459,882
+9,882
216
$8.24M 0.07%
104,332
-37,447
217
$8.24M 0.07%
50,672
-2,620
218
$7.96M 0.07%
157,576
-10,697
219
$7.84M 0.07%
91,790
-29,080
220
$7.81M 0.07%
226,800
221
$7.69M 0.07%
328,377
+19,192
222
$7.65M 0.07%
51,002
+2,463
223
$7.64M 0.07%
117,703
+54,164
224
$7.63M 0.07%
394,482
+20,130
225
$7.44M 0.07%
165,800
7 8
9
10 11