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
$41.4B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.27B
3
+$1.26B
4
SJR
Shaw Communications Inc.
SJR
+$1.02B
5
BMO icon
Bank of Montreal
BMO
+$853M

Top Sells

1
+$96.5M
2
+$83.3M
3
+$68.4M
4
BCR
CR Bard Inc.
BCR
+$52.1M
5
STLA icon
Stellantis
STLA
+$51.2M

Sector Composition

1 Financials 29.16%
2 Energy 12.16%
3 Communication Services 11.62%
4 Industrials 11.38%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.93B 4.65%
23,581,923
+17,263,862
2
$1.7B 4.11%
26,417,366
+19,654,899
3
$1.42B 3.42%
36,258,925
+32,191,347
4
$1.25B 3.01%
21,264,327
+13,296,812
5
$1.12B 2.7%
49,025,287
+44,578,411
6
$1.09B 2.63%
13,605,288
+10,665,251
7
$1.03B 2.5%
49,553,149
+36,162,505
8
$1.01B 2.44%
53,414,796
+44,791,478
9
$771M 1.86%
15,857,811
+13,352,302
10
$762M 1.84%
16,111,806
+5,387,078
11
$641M 1.55%
27,489,864
+6,435,950
12
$620M 1.5%
11,717,907
+11,325,589
13
$593M 1.43%
4,243,594
+1,507,278
14
$544M 1.31%
10,922,543
+9,938,889
15
$541M 1.31%
6,556,905
+3,289,767
16
$475M 1.15%
12,982,820
+6,241,720
17
$428M 1.03%
10,694,977
+10,560,249
18
$426M 1.03%
5,730,023
+1,909,362
19
$421M 1.02%
7,680,035
+2,658,788
20
$416M 1%
12,102,015
+12,060,661
21
$414M 1%
1,750,950
-352,658
22
$372M 0.9%
21,283,819
+8,331,605
23
$370M 0.89%
10,085,092
+7,960,616
24
$368M 0.89%
12,462,731
+3,811,966
25
$367M 0.88%
3,427,864
+2,769,926
1
2 3 4 5