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
376
$15.4M 0.02%
559,087
+164,905
377
$15.1M 0.02%
171,016
+1,023
378
$15.1M 0.02%
86,311
+136
379
$15M 0.02%
143,698
+86,602
380
$15M 0.02%
541,441
+475,960
381
$14.4M 0.02%
124,849
-1,253
382
$14.4M 0.02%
1,319,014
+176,711
383
$14.4M 0.02%
82,635
-13,095
384
$14.3M 0.02%
174,123
+61,077
385
$14.1M 0.02%
132,660
+2,690
386
$14M 0.02%
37,463
-73,348
387
$13.9M 0.02%
55,811
-111
388
$13.8M 0.02%
1,329,125
+64,758
389
$13.8M 0.02%
181,442
-390
390
$13.7M 0.02%
239,036
+201,656
391
$13.7M 0.02%
121,838
+4,952
392
$13.7M 0.02%
59,022
-1,072
393
$13.6M 0.02%
45,523
-373
394
$13.3M 0.02%
303,762
-663
395
$13.3M 0.02%
272,650
-104,462
396
$12.7M 0.02%
69,094
-10,614
397
$12.7M 0.02%
1,153,351
-655,295
398
$12.7M 0.02%
+326,413
399
$12.6M 0.02%
341,847
-60,335
400
$12.6M 0.02%
86,300
+4,679
14 15
16
17 18