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
426
$10.1M 0.02%
128,521
+36,232
427
$10.1M 0.02%
302,934
-3,805
428
$10.1M 0.02%
114,864
-20,756
429
$10M 0.01%
1,493,717
+786,688
430
$9.92M 0.01%
60,884
-1,299
431
$9.91M 0.01%
286,431
-196,843
432
$9.74M 0.01%
137,143
+35,087
433
$9.74M 0.01%
433,311
+166,057
434
$9.68M 0.01%
98,833
-110
435
$9.68M 0.01%
61,261
+24,836
436
$9.67M 0.01%
250,449
437
$9.64M 0.01%
123,853
-1,344,933
438
$9.61M 0.01%
766,251
-48,855
439
$9.57M 0.01%
202,942
-1,701,967
440
$9.57M 0.01%
159,368
-1,807
441
$9.56M 0.01%
273,027
+143,836
442
$9.54M 0.01%
108,628
-142
443
$9.51M 0.01%
65,541
-2,793
444
$9.4M 0.01%
43,740
-26,182
445
$9.35M 0.01%
92,665
+45,056
446
$9.25M 0.01%
53,881
-48,513
447
$9.23M 0.01%
69,718
-2,111
448
$9.19M 0.01%
297,559
+11,953
449
$9.19M 0.01%
191,771
+13,090
450
$9.11M 0.01%
65,948
-7,510
16 17
18
19 20