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
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$272M
3
+$217M
4
MDT icon
Medtronic
MDT
+$149M
5
IBM icon
IBM
IBM
+$148M

Top Sells

1
+$233M
2
+$195M
3
+$194M
4
CDNS icon
Cadence Design Systems
CDNS
+$183M
5
AMZN icon
Amazon
AMZN
+$151M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$55.2M 0.08%
236,495
-5,313
202
$55.1M 0.08%
176,929
+9,737
203
$54.9M 0.08%
900,576
+314,810
204
$54.6M 0.08%
553,523
+46,381
205
$54.2M 0.08%
862,671
+349,024
206
$53.2M 0.08%
1,186,188
-287,082
207
$52.1M 0.07%
296,508
-30,879
208
$50.9M 0.07%
108,575
209
$50M 0.07%
248,154
-493,745
210
$49.8M 0.07%
690,024
+243,894
211
$49.1M 0.07%
176,393
+45,754
212
$49M 0.07%
213,879
-462,783
213
$48.5M 0.07%
497,437
+280,381
214
$48.2M 0.07%
616,169
+120,645
215
$47.6M 0.07%
393,511
-208,182
216
$47.4M 0.07%
6,901,076
-107,073
217
$47.4M 0.07%
5,479,065
-44,500
218
$47.1M 0.07%
5,049,100
+33,676
219
$46.5M 0.07%
861,047
+837,548
220
$46.2M 0.07%
2,992,477
+246,104
221
$45.7M 0.06%
718,327
+121,568
222
$45.1M 0.06%
412,577
+133,714
223
$45.1M 0.06%
130,570
+4,982
224
$44.8M 0.06%
1,420,239
+41,250
225
$44.6M 0.06%
1,394,238
-601,774
7 8
9
10 11