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
$31.1B
AUM Growth
-$9.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$163M
3
+$146M
4
BN icon
Brookfield
BN
+$139M
5
SPGI icon
S&P Global
SPGI
+$136M

Top Sells

1
+$271M
2
+$186M
3
+$163M
4
DXCM icon
DexCom
DXCM
+$141M
5
TMO icon
Thermo Fisher Scientific
TMO
+$135M

Sector Composition

1 Financials 23.87%
2 Technology 14.72%
3 Industrials 11.69%
4 Healthcare 11.36%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27.5M 0.09%
126,183
+51,511
202
$27.3M 0.09%
719,812
+324,709
203
$26.8M 0.09%
+309,735
204
$24.3M 0.08%
549,978
+373,070
205
$24.2M 0.08%
155,508
+151,278
206
$23.3M 0.07%
219,692
-55,260
207
$22.9M 0.07%
233,348
-137,462
208
$21.8M 0.07%
1,080,615
+34,018
209
$21.4M 0.07%
280,225
-444,899
210
$21M 0.07%
530,040
+181,883
211
$20.9M 0.07%
80,900
212
$20.4M 0.07%
544,707
+157,550
213
$20.4M 0.07%
1,341,200
+201,500
214
$20.1M 0.06%
99,033
+8,840
215
$20M 0.06%
441,726
+127,000
216
$20M 0.06%
1,702,970
+146,796
217
$19.8M 0.06%
142,749
-5,434
218
$19.6M 0.06%
717,107
+63,795
219
$19.5M 0.06%
688,874
+28,527
220
$19.4M 0.06%
199,015
+41,676
221
$19.1M 0.06%
62,994
-85,700
222
$18.9M 0.06%
807,505
+85,595
223
$18.4M 0.06%
582,166
+328,666
224
$18.2M 0.06%
136,988
+57,608
225
$18M 0.06%
74,664
+31,621
7 8
9
10 11