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
26
$586M 0.87%
15,466,315
+10,486
27
$585M 0.87%
8,944,318
-396,139
28
$580M 0.86%
2,870,049
-36,732
29
$579M 0.86%
3,301,509
-114,706
30
$571M 0.85%
14,967,891
-527,211
31
$563M 0.84%
1,918,201
-542,261
32
$562M 0.84%
1,280,669
-68,616
33
$545M 0.81%
2,333,449
-258,526
34
$515M 0.77%
5,163,961
-303,504
35
$515M 0.77%
13,523,306
+2,205,040
36
$515M 0.76%
27,707,907
-3,178,339
37
$507M 0.75%
3,160,000
-507,240
38
$503M 0.75%
3,441,335
+57,511
39
$490M 0.73%
971,497
+3,040
40
$422M 0.63%
11,384,386
-873,757
41
$417M 0.62%
6,315,028
+2,102,939
42
$396M 0.59%
2,307,363
+227,957
43
$395M 0.59%
4,074,736
-1,811
44
$391M 0.58%
10,563,054
+974,937
45
$391M 0.58%
5,543,650
+518,795
46
$384M 0.57%
2,720,473
-269,514
47
$364M 0.54%
3,751,000
+1,796,300
48
$364M 0.54%
942,967
-91,014
49
$358M 0.53%
2,171,627
-186,035
50
$357M 0.53%
1,085,468
+2,898
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