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
$40.2B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$205M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$147M
5
TRI icon
Thomson Reuters
TRI
+$120M

Top Sells

1
+$303M
2
+$258M
3
+$164M
4
NVDA icon
NVIDIA
NVDA
+$101M
5
CGNX icon
Cognex
CGNX
+$87.7M

Sector Composition

1 Financials 20.52%
2 Technology 15.99%
3 Industrials 12.9%
4 Healthcare 10.88%
5 Consumer Discretionary 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.02M 0.01%
280,180
+16,400
377
$5.99M 0.01%
217,439
+1,947
378
$5.98M 0.01%
25,871
-1,403
379
$5.94M 0.01%
252,290
+78,815
380
$5.91M 0.01%
340,186
+167,883
381
$5.79M 0.01%
46,356
-4,745
382
$5.77M 0.01%
52,901
-117,505
383
$5.73M 0.01%
254,056
-58,588
384
$5.68M 0.01%
171,320
-43,770
385
$5.65M 0.01%
17,753
+205
386
$5.62M 0.01%
39,438
-2,804
387
$5.59M 0.01%
292,808
+21,770
388
$5.59M 0.01%
382,600
-46,419
389
$5.52M 0.01%
372,309
-213,194
390
$5.51M 0.01%
221,350
-25,650
391
$5.49M 0.01%
78,200
+19,600
392
$5.46M 0.01%
146,881
-300,319
393
$5.44M 0.01%
77,195
+28,804
394
$5.41M 0.01%
75,339
+6,243
395
$5.41M 0.01%
195,072
+13,162
396
$5.37M 0.01%
228,556
-68,364
397
$5.32M 0.01%
283,566
+102,502
398
$5.23M 0.01%
39,610
+7,202
399
$5.13M 0.01%
173,005
400
$5.08M 0.01%
54,383
+9,159
14 15
16
17 18