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
326
$10.6M 0.03%
273,338
-3,661
327
$10.5M 0.03%
240,666
+36,455
328
$10.4M 0.03%
438,842
-9,582
329
$10.3M 0.03%
173,751
+12,115
330
$10.3M 0.03%
118,494
-3,885
331
$9.95M 0.02%
331,987
-57,148
332
$9.92M 0.02%
99,958
-10,542
333
$9.91M 0.02%
+57,872
334
$9.87M 0.02%
68,395
-938
335
$9.84M 0.02%
104,031
-3,455
336
$9.8M 0.02%
89,647
+62,236
337
$9.79M 0.02%
276,123
-12,935
338
$9.74M 0.02%
143,000
+124,300
339
$9.73M 0.02%
179,208
-23,261
340
$9.64M 0.02%
178,616
+59,221
341
$9.64M 0.02%
239,800
-42,100
342
$9.61M 0.02%
+272,500
343
$9.55M 0.02%
525,295
-502,785
344
$9.54M 0.02%
111,887
-40,297
345
$9.53M 0.02%
403,000
-137,200
346
$9.5M 0.02%
+296,090
347
$9.45M 0.02%
153,620
-109,829
348
$9.3M 0.02%
77,600
+33,600
349
$9.3M 0.02%
189,996
-19,137
350
$9.28M 0.02%
131,591
+13,985
12 13
14
15 16