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
426
$9.41M 0.02%
63,805
-97
427
$9.31M 0.02%
124,185
-9,030
428
$9.27M 0.02%
73,102
+1,581
429
$9.21M 0.02%
50,642
+7,811
430
$9.2M 0.02%
326,077
-8,932
431
$9.17M 0.02%
250,449
432
$9.16M 0.02%
133,553
-406,674
433
$9.15M 0.02%
76,612
+770
434
$9.1M 0.02%
81,444
-38,003
435
$9.02M 0.02%
392,140
+95,725
436
$8.96M 0.02%
160,619
-1,246
437
$8.88M 0.02%
110,739
-135,372
438
$8.79M 0.02%
166,863
-210,019
439
$8.68M 0.01%
186,711
-93,661
440
$8.66M 0.01%
106,173
+78,076
441
$8.63M 0.01%
264,553
+22,021
442
$8.55M 0.01%
667,200
-36,594
443
$8.37M 0.01%
229,277
+15,040
444
$8.17M 0.01%
205,041
+156,384
445
$8.16M 0.01%
82,895
-1,483
446
$8.13M 0.01%
104,320
+54,912
447
$8.07M 0.01%
177,579
-7,686
448
$8.04M 0.01%
91,021
-18,859
449
$8.02M 0.01%
16,524
-389
450
$7.94M 0.01%
147,453
+6,740
16 17
18
19 20