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
451
$7.89M 0.01%
194,088
+38,427
452
$7.78M 0.01%
74,048
+581
453
$7.74M 0.01%
678,913
-78,156
454
$7.63M 0.01%
1,621,647
-376,515
455
$7.58M 0.01%
232,889
+133,318
456
$7.53M 0.01%
195,461
-105,429
457
$7.47M 0.01%
643,975
+615,422
458
$7.34M 0.01%
103,493
-2,957
459
$7.22M 0.01%
290,447
-8,267
460
$7.18M 0.01%
5,355
-501
461
$7.11M 0.01%
96,673
-586
462
$7.05M 0.01%
264,677
+1,148
463
$7.04M 0.01%
1,602,384
+902,786
464
$7.02M 0.01%
172,049
+43,561
465
$6.97M 0.01%
248,848
+37,350
466
$6.9M 0.01%
222,375
-6,503
467
$6.87M 0.01%
83,887
+61,626
468
$6.85M 0.01%
250,169
+22,265
469
$6.78M 0.01%
73,396
-1,256
470
$6.77M 0.01%
49,502
-15,677
471
$6.69M 0.01%
191,894
-6,636
472
$6.68M 0.01%
31,923
-3,464
473
$6.64M 0.01%
130,490
-4,850
474
$6.63M 0.01%
152,516
-44,072
475
$6.61M 0.01%
77,007
-3,813