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
276
$14.4M 0.04%
203,324
+4,162
277
$14.4M 0.03%
31,916
-1,521
278
$14.3M 0.03%
79,055
+7,918
279
$14.2M 0.03%
541,911
-15,708
280
$13.7M 0.03%
95,048
+398
281
$13.7M 0.03%
1,795,125
+81,455
282
$13.7M 0.03%
726,524
-90,726
283
$13.4M 0.03%
911,116
+400
284
$13.2M 0.03%
840,803
+12,447
285
$13.2M 0.03%
82,345
+286
286
$13.1M 0.03%
+580,767
287
$13.1M 0.03%
121,166
288
$13M 0.03%
231,944
-4,422
289
$13M 0.03%
+351,950
290
$13M 0.03%
530,014
+23,689
291
$13M 0.03%
64,031
-48,659
292
$13M 0.03%
168,564
-10,300
293
$13M 0.03%
+196,546
294
$12.9M 0.03%
73,399
+8,593
295
$12.9M 0.03%
122,413
+28,900
296
$12.9M 0.03%
708,002
+48,421
297
$12.7M 0.03%
107,737
+32,513
298
$12.7M 0.03%
214,640
-400
299
$12.6M 0.03%
98,712
+71,215
300
$12.6M 0.03%
65,784
-2,223
10 11
12
13 14