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
476
$6.61M 0.01%
298,770
+96,981
477
$6.58M 0.01%
169,981
-3,613
478
$6.54M 0.01%
97,157
-72,932
479
$6.53M 0.01%
52,526
-1,342
480
$6.42M 0.01%
52,299
-6,766
481
$6.39M 0.01%
105,213
-5,167
482
$6.35M 0.01%
126,184
+92,992
483
$6.34M 0.01%
45,253
+9,258
484
$6.3M 0.01%
+302,392
485
$6.3M 0.01%
312,683
+5,768
486
$6.29M 0.01%
128,093
-91,344
487
$6.26M 0.01%
17,274
-36,193
488
$6.22M 0.01%
108,302
+5,736
489
$6.18M 0.01%
1,550
-709
490
$6.1M 0.01%
63,366
-10,743
491
$6.1M 0.01%
359,277
-1,274,719
492
$6.07M 0.01%
22,966
+6,650
493
$6.04M 0.01%
828,016
-49,262
494
$6.01M 0.01%
257,762
+240,893
495
$5.96M 0.01%
174,309
+107,100
496
$5.95M 0.01%
38,842
+297
497
$5.94M 0.01%
390,584
-2,562
498
$5.93M 0.01%
91,924
-22,043
499
$5.9M 0.01%
153,461
-33,560
500
$5.89M 0.01%
699,851
-67,181
18 19
20
21 22