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
401
$12.5M 0.02%
70,670
+6,626
402
$12.3M 0.02%
40,985
-443
403
$12.3M 0.02%
165,390
-131,908
404
$12.2M 0.02%
88,827
-2,983
405
$12.1M 0.02%
266,821
-13,326
406
$11.9M 0.02%
116,126
+30,999
407
$11.9M 0.02%
596,941
-270,274
408
$11.7M 0.02%
84,723
-60,051
409
$11.7M 0.02%
299,914
+102,823
410
$11.6M 0.02%
112,242
-6,593
411
$11.6M 0.02%
217,519
-242,783
412
$11.3M 0.02%
321,831
+107,163
413
$11.3M 0.02%
87,781
-165,858
414
$11.3M 0.02%
1,487
-71
415
$11.2M 0.02%
2,992,780
+1,712,640
416
$11.1M 0.02%
163,840
+7,760
417
$11.1M 0.02%
1,459,785
+142,012
418
$11M 0.02%
70,614
+3,754
419
$10.9M 0.02%
121,945
-8,664
420
$10.9M 0.02%
62,859
-70,813
421
$10.7M 0.02%
370,743
-93,544
422
$10.7M 0.02%
1,530,574
+1,231,144
423
$10.5M 0.02%
75,408
-12,058
424
$10.5M 0.02%
83,686
+27,787
425
$10.5M 0.02%
104,724
-16,608
15 16
17
18 19