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
351
$18.2M 0.03%
81,001
+7,266
352
$17.9M 0.03%
113,034
+55,954
353
$17.8M 0.03%
386,849
+27,881
354
$17.8M 0.03%
411,103
+185,433
355
$17.7M 0.03%
764,447
+123,635
356
$17.5M 0.03%
412,888
+30,876
357
$17.4M 0.03%
130,459
+45,194
358
$17.3M 0.03%
260,513
-324
359
$17.2M 0.03%
318,078
+230,332
360
$16.9M 0.03%
240,341
-3,308
361
$16.9M 0.03%
360,148
+202,406
362
$16.8M 0.03%
577,005
+516,271
363
$16.8M 0.03%
70,555
+3,602
364
$16.7M 0.02%
98,726
+2,610
365
$16.6M 0.02%
2,381,888
+1,252,834
366
$16.6M 0.02%
356,074
+20,934
367
$16.4M 0.02%
42,813
+8,841
368
$16.4M 0.02%
282,655
-52,409
369
$16.2M 0.02%
1,026,045
+965,521
370
$16.1M 0.02%
222,069
-56,712
371
$16.1M 0.02%
181,430
-81,955
372
$16M 0.02%
559,211
+123,520
373
$15.9M 0.02%
79,471
-9,433
374
$15.7M 0.02%
837,227
-82,804
375
$15.6M 0.02%
243,596
-93,059
13 14
15
16 17