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
326
$18.4M 0.03%
79,066
+13,169
327
$18.3M 0.03%
1,292,539
+42,263
328
$18M 0.03%
659,784
-171,639
329
$18M 0.03%
351,061
+23,342
330
$18M 0.03%
402,263
-4,249
331
$17.8M 0.03%
560,806
-289,100
332
$17.8M 0.03%
1,068,389
+90,711
333
$17.7M 0.03%
16,332
+463
334
$17.4M 0.03%
673,323
-103,820
335
$17.2M 0.03%
703,643
-7,689
336
$17.1M 0.03%
278,585
-12,261
337
$17M 0.03%
91,083
+36,027
338
$17M 0.03%
387,903
+6,168
339
$16.6M 0.03%
228,241
-8,239
340
$16.5M 0.03%
136,810
+15,431
341
$16.4M 0.03%
219,400
342
$16.4M 0.03%
500,000
343
$16.3M 0.03%
720,866
+7,573
344
$16.2M 0.03%
526,296
-63,813
345
$16.2M 0.03%
329,740
-18,457
346
$16.1M 0.03%
507,996
+16,477
347
$16.1M 0.03%
384,203
-101,471
348
$15.9M 0.03%
368,948
+61,118
349
$15.7M 0.03%
324,517
-5,732
350
$15.5M 0.03%
77,372
+3,624
12 13
14
15 16