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
376
$13.3M 0.02%
1,539,074
-5,231
377
$13.3M 0.02%
47,835
+37,040
378
$13.2M 0.02%
489,804
+118,517
379
$13.1M 0.02%
226,271
+39,277
380
$12.9M 0.02%
732,113
-2,346
381
$12.8M 0.02%
153,694
-58,033
382
$12.5M 0.02%
76,731
-1,858
383
$12.4M 0.02%
162,375
-44,838
384
$12.3M 0.02%
111,242
-59,748
385
$12.3M 0.02%
184,844
+26,880
386
$12M 0.02%
239,945
+4,951
387
$12M 0.02%
136,256
+11,923
388
$12M 0.02%
4,181,173
-21,074
389
$11.8M 0.02%
72,940
-49,904
390
$11.3M 0.02%
140,748
-8,770
391
$11M 0.02%
55,883
+766
392
$11M 0.02%
101,364
-14,810
393
$10.9M 0.02%
100,429
-43,065
394
$10.9M 0.02%
103,445
+47,323
395
$10.9M 0.02%
700,752
-48,165
396
$10.8M 0.02%
53,232
-25,687
397
$10.8M 0.02%
362,514
+263,295
398
$10.8M 0.02%
91,263
-4,676
399
$10.8M 0.02%
1,456,210
-15,914
400
$10.8M 0.02%
150,593
-10,271
14 15
16
17 18