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
26
$552M 0.95%
19,640,065
-2,575,577
27
$519M 0.89%
33,125,318
-1,530,168
28
$496M 0.85%
7,961,686
-518,486
29
$463M 0.8%
913,082
+168,919
30
$439M 0.75%
10,035,917
-170,133
31
$436M 0.75%
3,857,041
+156,848
32
$433M 0.75%
28,276,060
-411,437
33
$395M 0.68%
2,223,583
-104,789
34
$382M 0.66%
5,075,595
-78,432
35
$365M 0.63%
8,653,593
+231,186
36
$349M 0.6%
10,413,794
-112,928
37
$338M 0.58%
1,255,055
+97,372
38
$335M 0.58%
5,449,260
-58,266
39
$322M 0.55%
3,591,604
+874,515
40
$316M 0.54%
626,234
+78,831
41
$311M 0.54%
2,305,783
-64,658
42
$308M 0.53%
10,155,763
+42,367
43
$308M 0.53%
19,875,209
+233,744
44
$297M 0.51%
2,844,867
-30,381
45
$296M 0.51%
5,567,742
-254,103
46
$294M 0.51%
7,639,490
-58,319
47
$287M 0.49%
940,368
+511,708
48
$283M 0.49%
6,762,802
-1,141,083
49
$281M 0.48%
1,217,804
+166,698
50
$278M 0.48%
10,638,582
-205,912
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