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
276
$30.5M 0.05%
420,239
+157,652
277
$30.4M 0.05%
445,497
+39,488
278
$29.6M 0.04%
913,919
-262,093
279
$29.3M 0.04%
623,355
-105,838
280
$29M 0.04%
458,451
-79,082
281
$28.8M 0.04%
434,903
+14,638
282
$28.4M 0.04%
162,550
-62,673
283
$28.3M 0.04%
600,140
-38,781
284
$28.3M 0.04%
218,187
-29,262
285
$28.2M 0.04%
361,863
-43,680
286
$28M 0.04%
288,336
+5,595
287
$27.1M 0.04%
215,436
+44,088
288
$27.1M 0.04%
290,913
+34,944
289
$26.3M 0.04%
90,662
-2,649
290
$26.1M 0.04%
483,670
+1,748
291
$26M 0.04%
81,035
+47,712
292
$26M 0.04%
140,561
+112,902
293
$25.5M 0.04%
398,458
-59,578
294
$25.5M 0.04%
119,342
-19,341
295
$25.5M 0.04%
496,531
+459,689
296
$24.9M 0.04%
891,118
-893,578
297
$24.8M 0.04%
32,785
-148
298
$24.5M 0.04%
112,068
-403
299
$24.3M 0.04%
312,986
-23,129
300
$24M 0.04%
307,954
+26,213
10 11
12
13 14