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
251
$37.6M 0.06%
221,090
+63,112
252
$37.3M 0.06%
67,062
+451
253
$36.8M 0.05%
647,899
+167,220
254
$36.5M 0.05%
2,496,997
+149,610
255
$36.3M 0.05%
1,010,943
+112,756
256
$35.7M 0.05%
196,076
+3,384
257
$35.5M 0.05%
482,349
+15,166
258
$35.3M 0.05%
900,874
-193,709
259
$35.1M 0.05%
726,546
+23,747
260
$35M 0.05%
174,734
-14,626
261
$34.5M 0.05%
134,179
+9,422
262
$34M 0.05%
1,804,713
+171,217
263
$33.8M 0.05%
385,391
-41,496
264
$33.7M 0.05%
674,521
-93,955
265
$33.2M 0.05%
55,770
-4,062
266
$32.8M 0.05%
201,976
+594
267
$32.6M 0.05%
1,449,825
+262,927
268
$32.4M 0.05%
451,706
+59,844
269
$32.3M 0.05%
429,092
+344,869
270
$32.2M 0.05%
16,328,086
+5,948,394
271
$32M 0.05%
167,155
+19,995
272
$31.9M 0.05%
101,816
-921
273
$31.4M 0.05%
202,147
-11,349
274
$31M 0.05%
140,661
+15,093
275
$30.8M 0.05%
1,977,895
+1,391,005
9 10
11
12 13