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
351
$15.4M 0.03%
188,154
-141,958
352
$15.3M 0.03%
52,196
-1,030
353
$15.1M 0.03%
485,304
-1,349
354
$14.9M 0.03%
174,030
+3,635
355
$14.7M 0.03%
167,600
-6,746
356
$14.7M 0.03%
156,559
+5,277
357
$14.6M 0.03%
333,430
+26,336
358
$14.6M 0.03%
437,192
+217,342
359
$14.5M 0.03%
328,590
-24,875
360
$14.5M 0.02%
190,265
-206
361
$14.4M 0.02%
247,712
-1,611
362
$14.4M 0.02%
584,696
-179,942
363
$14.4M 0.02%
199,985
+2,048
364
$14.4M 0.02%
1,504,779
-819,176
365
$14.4M 0.02%
541,838
-182,072
366
$14.3M 0.02%
53,554
-11,486
367
$14.3M 0.02%
350,139
-27,985
368
$14M 0.02%
1,168,591
-13,460
369
$14M 0.02%
224,157
+56,580
370
$13.9M 0.02%
369,660
-28,200
371
$13.8M 0.02%
591,830
+5,952
372
$13.6M 0.02%
23,842
-1,354
373
$13.5M 0.02%
312,928
+283,478
374
$13.4M 0.02%
155,506
+24,528
375
$13.4M 0.02%
311,602
+65,517
13 14
15
16 17