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
326
$21.3M 0.03%
104,931
+8,732
327
$21.2M 0.03%
263,085
+7,505
328
$21.1M 0.03%
178,868
+7,679
329
$21M 0.03%
505,654
-77,522
330
$21M 0.03%
1,099,063
+115,480
331
$20.8M 0.03%
1,436,098
+39,682
332
$20.8M 0.03%
6,972,421
-84,263
333
$20.6M 0.03%
54,023
+16,538
334
$20.5M 0.03%
2,510,176
+1,452,622
335
$20.5M 0.03%
1,929,706
+168,255
336
$20.5M 0.03%
419,049
-7,523
337
$20.3M 0.03%
236,814
-18,797
338
$19.8M 0.03%
877,246
+123,418
339
$19.6M 0.03%
1,380,559
+37,745
340
$19.6M 0.03%
92,543
+9,173
341
$19.3M 0.03%
137,194
+41,034
342
$19.2M 0.03%
1,023,916
-80,223
343
$19.1M 0.03%
75,066
-1,166
344
$19.1M 0.03%
143,597
+6,370
345
$19M 0.03%
159,985
+597
346
$19M 0.03%
136,120
+1,781
347
$19M 0.03%
879,674
+24,627
348
$18.9M 0.03%
1,008,327
+212,787
349
$18.8M 0.03%
610,989
-32,424
350
$18.4M 0.03%
172,192
-10,562
12 13
14
15 16