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
$39.2B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$256M
3
+$202M
4
PEP icon
PepsiCo
PEP
+$188M
5
PM icon
Philip Morris
PM
+$176M

Top Sells

1
+$522M
2
+$456M
3
+$241M
4
SJR
Shaw Communications Inc.
SJR
+$240M
5
TRP icon
TC Energy
TRP
+$223M

Sector Composition

1 Financials 24.31%
2 Industrials 11.72%
3 Energy 11.23%
4 Technology 11.15%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$30.3M 0.08%
661,222
+138,479
202
$30M 0.08%
287,342
+167,574
203
$29.8M 0.08%
271,553
-1,961
204
$29.3M 0.07%
2,228,328
-691,633
205
$29.3M 0.07%
588,765
-2,216,341
206
$29.2M 0.07%
382,287
+379,016
207
$27.8M 0.07%
5,565,378
-812,920
208
$27M 0.07%
663,070
-13,296
209
$26.3M 0.07%
1,213,525
+263,625
210
$26M 0.07%
457,819
+48,000
211
$25.8M 0.07%
+422,900
212
$25.3M 0.06%
234,286
+44,381
213
$25.3M 0.06%
437,000
-425,000
214
$24.5M 0.06%
859,804
-158,664
215
$24.3M 0.06%
2,962,400
-396,600
216
$24.1M 0.06%
320,471
+182,200
217
$24M 0.06%
873,809
-137,556
218
$23.7M 0.06%
161,320
-43,234
219
$23.3M 0.06%
1,652,857
+663,728
220
$22.6M 0.06%
233,155
-57,586
221
$21.9M 0.06%
190,455
-43,107
222
$21.9M 0.06%
277,102
+4,909
223
$21.5M 0.05%
2,220,483
+162,025
224
$21.2M 0.05%
585,263
+470,647
225
$21.2M 0.05%
8,215,866
+175,960
7 8
9
10 11