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
501
$5.87M 0.01%
82,335
-15,127
502
$5.85M 0.01%
786,253
-216,260
503
$5.78M 0.01%
156,223
-14,311
504
$5.78M 0.01%
81,692
-7,491
505
$5.77M 0.01%
612,171
+567,693
506
$5.72M 0.01%
116,988
-94,458
507
$5.71M 0.01%
225,457
+42,585
508
$5.7M 0.01%
101,502
-2,230
509
$5.64M 0.01%
934,221
+13,166
510
$5.59M 0.01%
163,474
-21,936
511
$5.58M 0.01%
47,505
-2,640
512
$5.55M 0.01%
49,355
+5,138
513
$5.5M 0.01%
40,033
+256
514
$5.5M 0.01%
65,238
+3,048
515
$5.49M 0.01%
1,000,303
+689,557
516
$5.47M 0.01%
108,757
+75,114
517
$5.42M 0.01%
175,443
+26,227
518
$5.36M 0.01%
31,430
+2,079
519
$5.31M 0.01%
58,743
+10,096
520
$5.24M 0.01%
111,104
-69,791
521
$5.21M 0.01%
28,372
-82,280
522
$5.18M 0.01%
138,050
-95,775
523
$5.12M 0.01%
1,594,971
-2,801
524
$5.03M 0.01%
59,638
-744
525
$4.99M 0.01%
67,836
+11,368
19 20
21
22 23