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
$67.3B
AUM Growth
-$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,665
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$178M
3
+$174M
4
AAPL icon
Apple
AAPL
+$161M
5
SHOP icon
Shopify
SHOP
+$139M

Top Sells

1
+$240M
2
+$159M
3
+$145M
4
CPRT icon
Copart
CPRT
+$125M
5
HON icon
Honeywell
HON
+$122M

Sector Composition

1 Technology 21.36%
2 Financials 20.78%
3 Industrials 12.2%
4 Healthcare 9.16%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44.8M 0.07%
1,199,204
-280,723
227
$44.6M 0.07%
4,591,810
-25,445
228
$44.2M 0.07%
2,085,556
+521,299
229
$43.9M 0.07%
4,150,403
-23,879
230
$43.8M 0.07%
1,957,001
-481,458
231
$43.7M 0.06%
579,685
-1,036,720
232
$43.2M 0.06%
6,086,849
-207,924
233
$42.6M 0.06%
1,032,269
+92,590
234
$42.5M 0.06%
619,002
+77,337
235
$42.4M 0.06%
128,122
-8,080
236
$42M 0.06%
5,860,641
+844,325
237
$41.8M 0.06%
852,891
+6,280
238
$41.5M 0.06%
154,293
+26,851
239
$41.4M 0.06%
387,140
+118,000
240
$40.8M 0.06%
1,414,584
-70,585
241
$40.3M 0.06%
1,250,645
+206,881
242
$40.3M 0.06%
405,494
-11,637
243
$40.1M 0.06%
73,964
+773
244
$39.7M 0.06%
84,634
-7,818
245
$39.2M 0.06%
104,852
-52,643
246
$38.9M 0.06%
2,609,289
+581,730
247
$38.7M 0.06%
4,272,068
-259,685
248
$38.5M 0.06%
292,504
-91,673
249
$38.4M 0.06%
240,284
+2,174
250
$37.8M 0.06%
58,492
-2,268
8 9
10
11 12