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
451
$6.14M 0.01%
112,725
+2,728
452
$6.06M 0.01%
72,963
-100
453
$6.05M 0.01%
61,070
-7,759
454
$6.04M 0.01%
251,450
455
$6.04M 0.01%
134,837
-500
456
$6.01M 0.01%
13,709
457
$6M 0.01%
150,301
+40,030
458
$5.99M 0.01%
46,860
+19,425
459
$5.92M 0.01%
124,174
-34,274
460
$5.92M 0.01%
398,800
-30,300
461
$5.91M 0.01%
125,451
+2,041
462
$5.9M 0.01%
17,423
+3,098
463
$5.8M 0.01%
81,189
+33
464
$5.78M 0.01%
53,850
+10,109
465
$5.78M 0.01%
276,971
-64,271
466
$5.76M 0.01%
+11,834
467
$5.73M 0.01%
17,870
+316
468
$5.66M 0.01%
611,911
-196,747
469
$5.58M 0.01%
+412,600
470
$5.57M 0.01%
+577,850
471
$5.57M 0.01%
165,335
-105,182
472
$5.56M 0.01%
294,815
+83,587
473
$5.54M 0.01%
682,600
-4,503
474
$5.51M 0.01%
240,850
+2,068
475
$5.45M 0.01%
67,980
-4,462
17 18
19
20 21