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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.8M 0.06%
+366,774
227
$23.8M 0.06%
129,593
-256,493
228
$23.7M 0.06%
296,379
+19,277
229
$23.4M 0.06%
75,275
+38,744
230
$23.2M 0.06%
212,413
-130,517
231
$23M 0.06%
271,086
+22,338
232
$23M 0.06%
478,404
+69,100
233
$23M 0.06%
990,600
+137,342
234
$22.3M 0.05%
111,580
+47,485
235
$20.7M 0.05%
609,252
+263,814
236
$20.5M 0.05%
293,563
+54,124
237
$20.1M 0.05%
175,050
+51,620
238
$19.7M 0.05%
253,644
+6,091
239
$19.6M 0.05%
180,932
-802,246
240
$19.4M 0.05%
347,888
+24,847
241
$19.4M 0.05%
6,670,706
+5,525,313
242
$19.1M 0.05%
200,830
-9,667
243
$18.9M 0.05%
1,007,500
-206,025
244
$18.6M 0.05%
+202,300
245
$18.6M 0.05%
193,267
-39,888
246
$18.5M 0.05%
139,776
-10,092
247
$18.1M 0.04%
662,000
-6,000
248
$17.9M 0.04%
278,909
+43,999
249
$17.7M 0.04%
501,255
-372,554
250
$17.6M 0.04%
508,085
+431,003
8 9
10
11 12