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
$10.9B
AUM Growth
-$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$56.3M
3
+$41.9M
4
AVGO icon
Broadcom
AVGO
+$32.3M
5
WMB icon
Williams Companies
WMB
+$31.5M

Top Sells

1
+$400M
2
+$398M
3
+$374M
4
BN icon
Brookfield
BN
+$342M
5
MFC icon
Manulife Financial
MFC
+$247M

Sector Composition

1 Financials 20.17%
2 Healthcare 14.9%
3 Technology 13.25%
4 Industrials 12.34%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$417M 3.78%
7,716,450
-683,765
2
$380M 3.45%
9,113,235
-116,675
3
$300M 2.72%
3,604,921
-149,451
4
$279M 2.53%
2,578,470
+2,180
5
$262M 2.37%
2,479,498
+121,463
6
$244M 2.22%
2,969,344
-318,784
7
$209M 1.9%
3,285,123
-69,255
8
$202M 1.83%
2,982,047
-701,043
9
$198M 1.8%
1,423,765
-148,195
10
$182M 1.65%
13,466,586
-225,504
11
$182M 1.65%
4,477,289
+238,078
12
$169M 1.53%
4,126,316
+1,608,993
13
$152M 1.38%
1,027,023
+9,431
14
$149M 1.35%
9,003,692
+42,690
15
$148M 1.34%
1,441,903
-103,785
16
$137M 1.24%
1,932,187
-154,789
17
$135M 1.23%
2,445,981
+24,027
18
$132M 1.2%
564,679
+179,646
19
$124M 1.13%
583
-37
20
$122M 1.1%
772,645
-25,364
21
$117M 1.06%
7,290,988
-387,231
22
$106M 0.96%
555,557
+294,952
23
$94.8M 0.86%
3,479,532
-19,532
24
$92.7M 0.84%
6,413,388
-803,084
25
$89.7M 0.81%
3,622,585
+328,900
1
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