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
26
$351M 0.85%
4,303,680
-22,146
27
$338M 0.82%
3,023,089
-77,953
28
$335M 0.81%
8,653,613
+882,635
29
$325M 0.79%
8,599,922
+2,749,915
30
$324M 0.79%
4,768,888
-396,137
31
$323M 0.79%
13,108,180
+600,890
32
$322M 0.78%
7,608,085
-1,314,465
33
$317M 0.77%
4,414,733
-92,159
34
$290M 0.71%
810,900
-184,105
35
$283M 0.69%
5,384,313
+218,046
36
$283M 0.69%
2,420,117
-137,846
37
$282M 0.69%
5,286,798
+610,058
38
$272M 0.66%
4,006,760
+915,000
39
$253M 0.62%
1,687,014
+48,400
40
$250M 0.61%
1,913,405
+22,228
41
$249M 0.61%
1,060,393
-138,211
42
$249M 0.61%
4,123,540
+1,274,980
43
$235M 0.57%
6,915,105
-1,044,367
44
$225M 0.55%
5,659,170
-281,681
45
$222M 0.54%
6,851,128
-3,707,447
46
$220M 0.54%
1,294,961
+113,428
47
$220M 0.54%
1,429,985
+106,851
48
$214M 0.52%
3,876,518
+1,016,147
49
$210M 0.51%
2,726,299
+121,771
50
$201M 0.49%
3,488,735
-233,498
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