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
1
$2.61B 3.72%
23,198,680
-75,914
2
$2.04B 2.9%
5,424,255
-255,816
3
$1.94B 2.76%
8,738,019
-251,737
4
$1.79B 2.55%
3,204,654
-164,331
5
$1.75B 2.49%
29,252,736
+1,262,062
6
$1.15B 1.63%
16,347,804
+999,522
7
$1.05B 1.49%
5,519,084
-791,283
8
$1.02B 1.45%
33,100,240
+1,519,523
9
$971M 1.38%
10,169,333
-2,046,295
10
$934M 1.33%
8,617,626
-40,979
11
$892M 1.27%
4,575,547
+250,684
12
$880M 1.25%
5,693,327
-47,465
13
$873M 1.24%
8,052,365
-1,104,676
14
$841M 1.2%
24,104,015
-1,005,280
15
$834M 1.19%
8,571,806
+505,588
16
$823M 1.17%
8,648,734
+1,426,406
17
$810M 1.15%
18,301,835
-579,150
18
$769M 1.09%
24,669,585
+55,169
19
$719M 1.02%
15,158,112
+374,487
20
$693M 0.98%
12,102,412
-845,525
21
$683M 0.97%
1,158,230
-6,823
22
$671M 0.95%
1,164,674
-157,323
23
$638M 0.91%
2,600,651
-46,312
24
$625M 0.89%
13,239,669
+945,708
25
$595M 0.85%
15,377,546
+2,410,857
1
2 3 4 5