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
$71.9B
AUM Growth
+$6.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$227M
3
+$146M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
5
BAC icon
Bank of America
BAC
+$135M

Top Sells

1
+$212M
2
+$205M
3
+$164M
4
TD icon
Toronto Dominion Bank
TD
+$161M
5
PG icon
Procter & Gamble
PG
+$152M

Sector Composition

1 Financials 25.72%
2 Technology 17.32%
3 Industrials 11.58%
4 Healthcare 9.11%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3B 4.17%
29,603,107
-282,359
2
$2.51B 3.49%
35,821,912
-2,294,903
3
$1.98B 2.75%
7,300,156
+39,694
4
$1.51B 2.1%
23,261,644
-755,364
5
$1.28B 1.77%
16,610,342
+44,382
6
$1.24B 1.72%
29,996,733
-1,655,320
7
$1.15B 1.6%
11,230,451
+145,907
8
$1.12B 1.56%
10,657,677
-338,656
9
$1.03B 1.43%
2,403,287
-46,721
10
$953M 1.33%
7,807,840
+1,122,860
11
$935M 1.3%
3,997,003
+62,621
12
$836M 1.16%
20,888,155
-1,117,708
13
$830M 1.16%
4,827,960
+479,780
14
$808M 1.12%
5,901,884
-677,375
15
$797M 1.11%
15,466,761
+2,256,250
16
$795M 1.11%
35,484,923
-2,118,324
17
$779M 1.08%
15,750,554
+233,070
18
$764M 1.06%
38,827,258
-4,217,146
19
$750M 1.04%
4,859,701
+130,752
20
$734M 1.02%
2,491,310
+81,048
21
$725M 1.01%
4,663,345
+73,838
22
$712M 0.99%
29,753,448
-2,576,139
23
$683M 0.95%
38,444,893
+5,193,680
24
$677M 0.94%
2,837,378
+462,746
25
$654M 0.91%
2,747,071
+254,567
1
2 3 4 5