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
301
$24M 0.04%
49,267
+5,863
302
$24M 0.04%
244,024
-39,299
303
$23.8M 0.04%
1,232,145
+39,480
304
$23.7M 0.04%
156,094
-21,662
305
$23.7M 0.04%
14,053
+12,463
306
$23.6M 0.04%
4,380,143
+1,606,236
307
$23.3M 0.03%
314,318
-5,417
308
$23.3M 0.03%
256,266
+212
309
$23.2M 0.03%
145,546
-29,883
310
$23.1M 0.03%
381,704
-12,115
311
$23M 0.03%
302,137
-175,377
312
$22.8M 0.03%
27,708
-521
313
$22.4M 0.03%
3,009,558
+2,780,986
314
$22.2M 0.03%
85,765
-1,156
315
$22.1M 0.03%
255,286
+222,909
316
$22M 0.03%
98,353
-62,655
317
$21.9M 0.03%
140,006
-49,988
318
$21.8M 0.03%
1,249,037
+602,601
319
$21.8M 0.03%
299,198
+1,711
320
$21.8M 0.03%
172,930
+29,656
321
$21.7M 0.03%
202,600
-651,900
322
$21.6M 0.03%
281,621
-475,407
323
$21.5M 0.03%
310,583
-11,407
324
$21.3M 0.03%
399,050
-47,974
325
$21.3M 0.03%
810,488
+259,824
11 12
13
14 15