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
451
$9.01M 0.01%
121,763
-90,577
452
$8.96M 0.01%
65,508
-802
453
$8.94M 0.01%
178,952
-7,150
454
$8.91M 0.01%
244,605
-6,165
455
$8.9M 0.01%
109,171
-8,032
456
$8.85M 0.01%
35,860
+1,676
457
$8.77M 0.01%
36,091
+17,576
458
$8.75M 0.01%
161,355
+38,017
459
$8.69M 0.01%
330,660
-1
460
$8.67M 0.01%
49,090
-9,534
461
$8.66M 0.01%
140,608
-1,476
462
$8.63M 0.01%
34,856
-22,489
463
$8.59M 0.01%
173,830
+5,296
464
$8.54M 0.01%
148,024
-45,176
465
$8.45M 0.01%
91,490
-4,014
466
$8.33M 0.01%
420,889
+190,458
467
$8.16M 0.01%
63,391
+12,119
468
$8.01M 0.01%
28,924
-9,756
469
$7.97M 0.01%
127,280
+1,880
470
$7.95M 0.01%
189,912
+15,860
471
$7.94M 0.01%
298,883
472
$7.92M 0.01%
52,621
+3,314
473
$7.88M 0.01%
301,169
-13,269
474
$7.8M 0.01%
497,555
-57,185
475
$7.8M 0.01%
209,722
-40,600
17 18
19
20 21