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
$58.1B
AUM Growth
-$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,547
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$156M
3
+$127M
4
ISRG icon
Intuitive Surgical
ISRG
+$97.2M
5
IT icon
Gartner
IT
+$87.9M

Top Sells

1
+$389M
2
+$160M
3
+$95.8M
4
ADBE icon
Adobe
ADBE
+$75.1M
5
SU icon
Suncor Energy
SU
+$72.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.03%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40M 0.07%
827,939
+94,398
227
$39.9M 0.07%
1,904,669
-187,648
228
$39.6M 0.07%
2,584,214
+33,695
229
$39.3M 0.07%
963,731
-1,535,504
230
$39.2M 0.07%
4,439,640
+170,219
231
$39.1M 0.07%
677,799
+105,412
232
$39M 0.07%
2,930,000
+1,310,076
233
$38.2M 0.07%
583,542
-43,083
234
$38.1M 0.07%
880,084
+59,742
235
$38M 0.07%
1,018,089
+41,094
236
$37.5M 0.06%
154,456
-261,604
237
$37.4M 0.06%
2,239,774
-17,614
238
$36.9M 0.06%
597,995
+8,761
239
$36.6M 0.06%
324,376
-15,616
240
$36.6M 0.06%
240,254
+130,512
241
$36.4M 0.06%
391,337
-120,376
242
$36.3M 0.06%
2,623,918
+154,321
243
$36M 0.06%
9,584,234
-952,825
244
$35.2M 0.06%
533,636
+2,220
245
$34.9M 0.06%
125,669
+3,817
246
$34.8M 0.06%
209,921
+61,563
247
$34.3M 0.06%
1,360,375
-156,350
248
$34.2M 0.06%
118,122
+28,080
249
$34.2M 0.06%
715,956
-12,608
250
$34.1M 0.06%
718,279
+10,406
8 9
10
11 12