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
276
$27.3M 0.05%
363,584
+18,688
277
$27.3M 0.05%
220,915
-11,885
278
$27M 0.05%
700,248
+28,982
279
$26.5M 0.05%
187,265
-1,080
280
$25.9M 0.04%
1,455,043
-2,796
281
$25.8M 0.04%
213,977
+216
282
$25.5M 0.04%
149,184
+31,848
283
$25.4M 0.04%
537,364
-215,184
284
$25.2M 0.04%
339,448
+75,453
285
$25.1M 0.04%
113,902
-3,899
286
$25M 0.04%
394,007
+5,749
287
$24.9M 0.04%
110,667
-2,185
288
$24.8M 0.04%
2,064,409
-661,476
289
$24.4M 0.04%
325,824
+29,932
290
$24.4M 0.04%
863,348
+3,106
291
$24.4M 0.04%
164,117
-4,725
292
$24.3M 0.04%
303,285
+976
293
$24.1M 0.04%
84,536
+817
294
$23.8M 0.04%
517,059
+175,693
295
$23.4M 0.04%
156,796
-9,150
296
$23.4M 0.04%
110,310
-1,433
297
$23.2M 0.04%
723,648
+26,122
298
$23M 0.04%
281,392
-121,250
299
$23M 0.04%
189,686
+133,132
300
$22.2M 0.04%
1,778,434
-15,054
10 11
12
13 14