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
251
$17M 0.04%
7,390,289
-825,577
252
$17M 0.04%
6,817,492
+1,026,433
253
$16.9M 0.04%
199,229
-39,330
254
$16.5M 0.04%
146,100
-32,700
255
$16.5M 0.04%
530,461
+7,697
256
$16.4M 0.04%
+616,500
257
$16.1M 0.04%
+244,620
258
$16M 0.04%
+1,536,625
259
$16M 0.04%
176,862
+25,408
260
$15.7M 0.04%
730,552
+195,072
261
$15.7M 0.04%
1,418,769
-809,559
262
$15.7M 0.04%
73,370
-29,097
263
$15.6M 0.04%
3,093,574
+1,416,198
264
$15.6M 0.04%
136,940
+127,690
265
$15.6M 0.04%
613,963
-51,461
266
$15.5M 0.04%
514,342
+23,378
267
$15.5M 0.04%
215,320
-419,427
268
$15.4M 0.04%
220,554
-18,585
269
$15.2M 0.04%
51,214
+46,722
270
$15.1M 0.04%
207,679
-82,610
271
$15M 0.04%
79,652
+39,418
272
$14.9M 0.04%
396,012
-89,500
273
$14.8M 0.04%
274,537
+134,520
274
$14.6M 0.04%
247,947
-209,872
275
$14.5M 0.04%
100,305
-76,518
9 10
11
12 13