Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.89%
3 Industrials 13.4%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$402M 0.87%
6,103,186
+1,545,092
27
$396M 0.85%
4,675,011
+1,085,979
28
$392M 0.85%
19,850,799
-1,740,684
29
$381M 0.82%
1,553,600
+41,822
30
$372M 0.8%
2,632,439
-115,921
31
$352M 0.76%
4,945,056
+821,430
32
$343M 0.74%
10,482,300
+6,062,992
33
$338M 0.73%
8,328,592
+458,467
34
$330M 0.71%
6,292,155
+119,243
35
$326M 0.7%
3,292,776
+370,881
36
$321M 0.69%
2,697,000
+570,400
37
$319M 0.69%
9,854,895
+2,867,974
38
$313M 0.68%
4,843,412
-305,094
39
$311M 0.67%
6,863,227
-228,078
40
$297M 0.64%
16,988,784
-4,042,686
41
$285M 0.62%
6,436,821
-931,788
42
$274M 0.59%
5,718,832
-991,859
43
$272M 0.59%
6,680,073
-118,288
44
$271M 0.58%
4,438,985
+190,613
45
$261M 0.56%
1,761,374
-649,266
46
$250M 0.54%
2,918,422
-148,041
47
$249M 0.54%
14,909,749
+867,994
48
$248M 0.53%
3,751,916
+2,603,805
49
$246M 0.53%
601,711
-3,832
50
$242M 0.52%
2,261,272
+1,246,737
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