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
301
$22.2M 0.04%
138,626
+14,824
302
$21.7M 0.04%
357,180
+159,105
303
$21.6M 0.04%
494,409
-1,341
304
$21.4M 0.04%
355,018
-17,087
305
$21.1M 0.04%
55,946
-11,601
306
$21M 0.04%
767,766
-2,173
307
$20.9M 0.04%
167,443
-13,428
308
$20.7M 0.04%
1,679,598
+617,797
309
$20.6M 0.04%
130,767
+10,862
310
$20.6M 0.04%
154,631
-158,859
311
$20.3M 0.03%
465,851
+1,032
312
$20.1M 0.03%
526,460
-30,315
313
$20.1M 0.03%
470,509
+81,915
314
$19.9M 0.03%
394,908
-308,736
315
$19.8M 0.03%
185,737
-5,901
316
$19.7M 0.03%
274,127
+98,356
317
$19.7M 0.03%
170,251
-23,896
318
$19.6M 0.03%
1,792,064
-69,082
319
$19.1M 0.03%
813,225
+664,617
320
$19.1M 0.03%
160,545
-105,388
321
$19.1M 0.03%
347,561
-22,128
322
$19M 0.03%
201,781
-58,920
323
$18.9M 0.03%
109,536
+4,034
324
$18.6M 0.03%
732,795
-32,685
325
$18.4M 0.03%
141,067
-2,489
11 12
13
14 15