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
501
$4.85M 0.01%
110,656
+71,506
502
$4.85M 0.01%
163,050
+55,850
503
$4.82M 0.01%
87,941
+9,303
504
$4.71M 0.01%
273,792
+141,200
505
$4.7M 0.01%
165,661
+1,799
506
$4.67M 0.01%
+18,231
507
$4.63M 0.01%
123,820
-95,190
508
$4.6M 0.01%
275,345
+23,000
509
$4.58M 0.01%
88,638
+1,300
510
$4.56M 0.01%
57,042
+333
511
$4.54M 0.01%
108,296
-11,156
512
$4.47M 0.01%
+14,000
513
$4.45M 0.01%
116,535
+58,152
514
$4.43M 0.01%
+23,636
515
$4.41M 0.01%
49,970
+39,189
516
$4.4M 0.01%
65,655
-20,761
517
$4.36M 0.01%
39,700
-17,400
518
$4.23M 0.01%
189,256
519
$4.23M 0.01%
44,163
+12,354
520
$4.22M 0.01%
77,181
521
$4.22M 0.01%
74,131
-300
522
$4.19M 0.01%
55,038
+7,712
523
$4.14M 0.01%
93,466
-10,110
524
$4.13M 0.01%
36,443
-7,491
525
$4.11M 0.01%
93,133
+60,733
19 20
21
22 23