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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11.7M 0.03%
479,262
+225,206
327
$11.6M 0.03%
1,445,591
-89,727
328
$11.6M 0.03%
84,421
-1,698
329
$11.6M 0.03%
49,215
-861
330
$11.6M 0.02%
198,266
+65,296
331
$11.3M 0.02%
669,261
+387,061
332
$11.3M 0.02%
153,077
-12,834
333
$11.2M 0.02%
301,703
-25,820
334
$11.2M 0.02%
426,516
-22,882
335
$11M 0.02%
764,300
-529,000
336
$11M 0.02%
536,535
+95,604
337
$10.9M 0.02%
28,586
+1,894
338
$10.8M 0.02%
158,780
339
$10.6M 0.02%
65,535
+3,315
340
$10.6M 0.02%
334,140
-9,311
341
$10.5M 0.02%
329,212
+49,252
342
$10.4M 0.02%
220,460
+49,140
343
$10.3M 0.02%
104,923
-29,985
344
$10M 0.02%
200,600
+18,200
345
$9.9M 0.02%
94,193
-6,703
346
$9.79M 0.02%
1,117,600
+935,100
347
$9.64M 0.02%
117,611
+1,948
348
$9.57M 0.02%
300,312
349
$9.44M 0.02%
80,065
+17,039
350
$9.41M 0.02%
174,030
+16,920
12 13
14
15 16