Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.3B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$87.1M
2
+$86.9M
3
+$81.3M
4
TRP icon
TC Energy
TRP
+$81M
5
GME icon
GameStop
GME
+$77.4M

Top Sells

1
+$186M
2
+$99.5M
3
+$85.9M
4
CHRW icon
C.H. Robinson
CHRW
+$82.9M
5
SJR
Shaw Communications Inc.
SJR
+$79.9M

Sector Composition

1 Financials 29.54%
2 Energy 16.66%
3 Industrials 7.91%
4 Materials 7.83%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$745M 3.65%
6,970,942
-15,772
2
$694M 3.4%
13,873,463
-1,446,620
3
$667M 3.27%
14,005,640
+1,385,583
4
$591M 2.9%
12,601,886
-3,965,744
5
$550M 2.7%
31,981,343
+301,004
6
$540M 2.65%
10,037,104
-1,594,578
7
$396M 1.94%
5,999,791
-930,986
8
$361M 1.77%
25,205,599
+3,987,643
9
$357M 1.75%
10,206,549
+62,133
10
$341M 1.67%
18,380,188
+3,558,870
11
$287M 1.41%
2,178,757
-151,854
12
$277M 1.36%
2,429,052
+82,922
13
$269M 1.32%
9,309,338
-343,487
14
$254M 1.24%
6,008,435
+208,274
15
$252M 1.24%
6,082,117
+1,962,184
16
$247M 1.21%
5,441,481
+409,106
17
$244M 1.2%
4,346,675
+495,239
18
$243M 1.19%
22,223,075
-1,195,793
19
$241M 1.18%
3,600,845
-733,799
20
$240M 1.18%
9,899,360
+3,596,731
21
$235M 1.15%
13,079,892
+3,336,610
22
$227M 1.11%
1,210
-40
23
$219M 1.08%
2,237,695
+100,756
24
$209M 1.03%
4,878,617
+533,900
25
$208M 1.02%
4,581,572
+1,780,781
1
2 3 4 5