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
301
$12.6M 0.03%
55,036
+11,195
302
$12.4M 0.03%
144,668
+102,707
303
$12.1M 0.03%
407,728
+1,537
304
$12M 0.03%
139,001
+27,880
305
$12M 0.03%
128,742
-1,753
306
$11.7M 0.03%
156,923
+138,802
307
$11.6M 0.03%
349,958
-55,989
308
$11.5M 0.03%
272,017
+7,588
309
$11.4M 0.03%
190,794
-59,124
310
$11.4M 0.03%
1,932,909
+232,909
311
$11.2M 0.03%
347,334
+71,861
312
$11.2M 0.03%
528,139
-172,583
313
$11.2M 0.03%
+208,793
314
$11.1M 0.03%
40,178
-1,453
315
$11.1M 0.03%
193,113
-796
316
$11M 0.03%
222,203
-3,442
317
$11M 0.03%
126,360
318
$10.9M 0.03%
103,685
-36,908
319
$10.8M 0.03%
119,352
+2,943
320
$10.8M 0.03%
4,004,846
-38,633
321
$10.7M 0.03%
60,730
+54,714
322
$10.7M 0.03%
611,142
+102,852
323
$10.7M 0.03%
65,700
+56,671
324
$10.7M 0.03%
342,508
-5,243
325
$10.7M 0.03%
140,854
-5,710
11 12
13
14 15