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
251
$34M 0.06%
127,314
-31,015
252
$33.2M 0.06%
20,197
-1,984
253
$33.2M 0.06%
788,957
+7,562
254
$33M 0.06%
922,451
-70,145
255
$33M 0.06%
137,558
+21,719
256
$32.8M 0.06%
366,163
+622
257
$32.8M 0.06%
111,896
-4,280
258
$32.2M 0.06%
607,129
-53,522
259
$32M 0.06%
349,468
-25,824
260
$31.9M 0.05%
765,865
+228,894
261
$31.7M 0.05%
233,094
+33,870
262
$31M 0.05%
302,993
-24,463
263
$30.7M 0.05%
135,687
+3,155
264
$30.6M 0.05%
265,679
-4,777
265
$30M 0.05%
267,062
-6,182
266
$29.9M 0.05%
887,253
+23,045
267
$29.8M 0.05%
495,652
+226,208
268
$29.4M 0.05%
76,140
-25,536
269
$29.3M 0.05%
704,210
-133,757
270
$29M 0.05%
7,118,144
-62,900
271
$28.8M 0.05%
924,000
+479,899
272
$28.7M 0.05%
13,411
-769
273
$28M 0.05%
452,073
+32,339
274
$27.7M 0.05%
250,165
+23,504
275
$27.5M 0.05%
2,241,141
-349,418
9 10
11
12 13