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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.89M 0.02%
168,355
+120,585
427
$6.82M 0.02%
+50,469
428
$6.77M 0.02%
684,480
-25,369
429
$6.74M 0.02%
198,280
-334,278
430
$6.53M 0.02%
332,100
431
$6.51M 0.02%
380,500
+33,000
432
$6.5M 0.02%
108,400
-20,000
433
$6.48M 0.02%
94,269
-21,850
434
$6.44M 0.02%
212,500
+69,000
435
$6.43M 0.02%
567,321
-148
436
$6.42M 0.02%
326,994
-15,951
437
$6.41M 0.02%
1,447,654
-734,203
438
$6.38M 0.02%
157,900
+21,020
439
$6.37M 0.02%
+1,245,568
440
$6.36M 0.02%
28,755
-105
441
$6.35M 0.02%
104,515
-300
442
$6.34M 0.02%
+44,707
443
$6.33M 0.02%
166,670
+29,208
444
$6.31M 0.02%
390,617
-23,097
445
$6.27M 0.02%
141,724
+400
446
$6.22M 0.02%
84,662
+1,150
447
$6.21M 0.02%
123,521
+105,618
448
$6.15M 0.02%
112,920
+24,750
449
$6.15M 0.02%
+271,113
450
$6.14M 0.01%
239,258
-315,653
16 17
18
19 20