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
201
$34.1M 0.08%
940,066
+802,848
202
$34.1M 0.08%
5,726,060
+85,827
203
$33.1M 0.08%
1,556,000
+28,000
204
$33M 0.08%
+391,837
205
$32.7M 0.08%
985,977
-27,200
206
$32.1M 0.08%
+2,874,841
207
$32.1M 0.08%
+644,796
208
$31.4M 0.08%
476,122
-130,401
209
$31.3M 0.08%
1,550,840
+736,157
210
$30.8M 0.07%
123,578
+118,984
211
$30.7M 0.07%
295,800
212
$30.3M 0.07%
406,017
+50,787
213
$30.1M 0.07%
270,200
214
$30M 0.07%
496,969
+55,685
215
$29.4M 0.07%
485,909
+254,121
216
$29.3M 0.07%
+805,398
217
$29.2M 0.07%
317,169
+259,390
218
$28.8M 0.07%
2,826,370
-145,000
219
$28.5M 0.07%
165,097
+116,440
220
$28.4M 0.07%
876,526
-511,471
221
$27.8M 0.07%
605,000
+365,000
222
$27.7M 0.07%
108,000
+7,900
223
$27.6M 0.07%
122,803
+25,299
224
$27.5M 0.07%
1,204,066
-112,265
225
$27.3M 0.07%
587,619
+158,800
7 8
9
10 11