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
476
$5.38M 0.01%
76,800
477
$5.37M 0.01%
81,719
-3,781
478
$5.3M 0.01%
93,000
-63,600
479
$5.26M 0.01%
214,974
+145,678
480
$5.25M 0.01%
59,718
-11,185
481
$5.25M 0.01%
101,685
+14,285
482
$5.24M 0.01%
115,914
+8,387
483
$5.21M 0.01%
209,356
-778
484
$5.21M 0.01%
99,100
+8,500
485
$5.2M 0.01%
77,827
+10,022
486
$5.2M 0.01%
109,714
+4,446
487
$5.16M 0.01%
190,617
-700
488
$5.14M 0.01%
64,727
+7,300
489
$5.12M 0.01%
65,356
-200
490
$5.1M 0.01%
42,911
+3,090
491
$5.08M 0.01%
31,956
+25,313
492
$5.08M 0.01%
120,431
-127,359
493
$5.07M 0.01%
105,693
+81,852
494
$5.07M 0.01%
103,500
+79,900
495
$5.05M 0.01%
143,185
-500
496
$5.02M 0.01%
47,163
+41,196
497
$4.94M 0.01%
32,777
+21,297
498
$4.89M 0.01%
22,978
+18
499
$4.86M 0.01%
96,654
-24,113
500
$4.86M 0.01%
33,631
-13,062
18 19
20
21 22