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
401
$10.8M 0.02%
380,976
+80,588
402
$10.6M 0.02%
135,795
-125,255
403
$10.4M 0.02%
151,209
+52,173
404
$10.4M 0.02%
+296,541
405
$10.4M 0.02%
484,447
+1,673
406
$10.3M 0.02%
262,383
+761
407
$10.2M 0.02%
112,236
-99,080
408
$10.2M 0.02%
432,750
-14,810
409
$10.1M 0.02%
82,767
-14,332
410
$10M 0.02%
112,370
+107
411
$10M 0.02%
101,033
+247
412
$9.98M 0.02%
628,232
+46,736
413
$9.93M 0.02%
151,823
+17,655
414
$9.9M 0.02%
1,038,001
-5,277
415
$9.83M 0.02%
130,019
-113,898
416
$9.81M 0.02%
153,220
-859
417
$9.77M 0.02%
137,547
-36,503
418
$9.71M 0.02%
75,590
-13,422
419
$9.64M 0.02%
104,645
-7,407
420
$9.54M 0.02%
57,824
-34,819
421
$9.53M 0.02%
197,203
+137,136
422
$9.48M 0.02%
1,374,056
+636,607
423
$9.45M 0.02%
17,176
-8,231
424
$9.44M 0.02%
69,941
-10,028
425
$9.43M 0.02%
1,421,721
+17,764
15 16
17
18 19