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
476
$7.77M 0.01%
44,808
-108,992
477
$7.68M 0.01%
197,133
-12,644
478
$7.63M 0.01%
93,140
+7,270
479
$7.63M 0.01%
160,931
-25,280
480
$7.57M 0.01%
520,439
-5,186
481
$7.42M 0.01%
72,082
-3,966
482
$7.33M 0.01%
277,286
-41,329
483
$7.3M 0.01%
334,193
+145,561
484
$7.27M 0.01%
30,692
+562
485
$7.04M 0.01%
48,411
-72
486
$7.02M 0.01%
443,948
+433,321
487
$7M 0.01%
385,294
+2,907
488
$6.99M 0.01%
762,773
-980,231
489
$6.95M 0.01%
80,826
-28,746
490
$6.92M 0.01%
127,243
+97,285
491
$6.83M 0.01%
26,459
-554
492
$6.82M 0.01%
38,976
+1,416
493
$6.81M 0.01%
128,596
-125,418
494
$6.7M 0.01%
103,828
-5,669
495
$6.61M 0.01%
149,241
-70,628
496
$6.6M 0.01%
289,914
-986
497
$6.56M 0.01%
62,344
+23,080
498
$6.55M 0.01%
90,976
+4,170
499
$6.55M 0.01%
59,437
+621
500
$6.54M 0.01%
123,527
-9,559
18 19
20
21 22