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
201
$11.4M 0.07%
147,047
-46,381
202
$11.2M 0.07%
138,192
-153,771
203
$11.2M 0.07%
2,623,718
-1,685,115
204
$10.9M 0.07%
327,500
-115,755
205
$10.8M 0.07%
363,946
+360,192
206
$10.5M 0.07%
200,456
-414,754
207
$10.5M 0.07%
246,848
+6,500
208
$10.4M 0.06%
494,037
-800
209
$10.2M 0.06%
264,564
-194,000
210
$10.1M 0.06%
390,565
-293,790
211
$10.1M 0.06%
163,721
212
$9.8M 0.06%
160,667
+140,945
213
$9.49M 0.06%
199,000
-1,500
214
$9.44M 0.06%
205,083
-335,015
215
$9.2M 0.06%
1,271,000
-25,100
216
$9.06M 0.06%
104,848
-125,688
217
$8.79M 0.05%
540,000
+214,000
218
$7.86M 0.05%
314,500
219
$7.68M 0.05%
164,569
-30,759
220
$7.65M 0.05%
389,882
221
$7.43M 0.05%
478,264
+325,649
222
$7.41M 0.05%
328,360
+262,560
223
$7.37M 0.05%
248,149
+193,277
224
$7.33M 0.05%
142,248
-241,752
225
$7.13M 0.04%
101,041
+44,953
7 8
9
10 11