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
$40.2B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$205M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$147M
5
TRI icon
Thomson Reuters
TRI
+$120M

Top Sells

1
+$303M
2
+$258M
3
+$164M
4
NVDA icon
NVIDIA
NVDA
+$101M
5
CGNX icon
Cognex
CGNX
+$87.7M

Sector Composition

1 Financials 20.52%
2 Technology 15.99%
3 Industrials 12.9%
4 Healthcare 10.88%
5 Consumer Discretionary 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.58M 0.01%
99,663
-177,379
452
$3.57M 0.01%
141,280
-3,020
453
$3.56M 0.01%
121,763
-1,691
454
$3.54M 0.01%
24,627
+78
455
$3.52M 0.01%
123,669
+3,978
456
$3.49M 0.01%
250,992
-194
457
$3.48M 0.01%
14,715
-18
458
$3.48M 0.01%
2,033
-2,645
459
$3.48M 0.01%
192,060
-18,381
460
$3.44M 0.01%
45,325
+39,381
461
$3.42M 0.01%
10,379
-3,070
462
$3.39M 0.01%
29,589
+10,675
463
$3.39M 0.01%
34,888
-856
464
$3.38M 0.01%
38,812
+9,399
465
$3.36M 0.01%
129,237
-14,449
466
$3.35M 0.01%
61,008
-46
467
$3.32M 0.01%
14,967
+8,337
468
$3.31M 0.01%
39,995
+1,517
469
$3.18M 0.01%
92,595
-36,398
470
$3.17M 0.01%
265,974
-743,999
471
$3.16M 0.01%
37,854
-3,529
472
$3.16M 0.01%
90,144
-4,439
473
$3.13M 0.01%
255,850
-15,350
474
$3.12M 0.01%
43,603
-7,146
475
$3.11M 0.01%
32,702
-57,000
17 18
19
20 21