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
501
$6.53M 0.01%
180,024
-1,800
502
$6.5M 0.01%
4,367
-5,150
503
$6.43M 0.01%
48,593
-2,330
504
$6.33M 0.01%
54,930
+17,016
505
$6.32M 0.01%
186,961
+95,864
506
$6.31M 0.01%
37,946
-493
507
$6.3M 0.01%
261,404
-6,308
508
$6.25M 0.01%
59,069
+36,687
509
$6.25M 0.01%
103,634
-44,103
510
$6.24M 0.01%
69,812
+32,226
511
$6M 0.01%
39,569
-2,673
512
$5.99M 0.01%
4,685
-1,774
513
$5.95M 0.01%
25,664
-21,558
514
$5.91M 0.01%
64,624
+17,881
515
$5.9M 0.01%
75,686
+377
516
$5.9M 0.01%
194,854
+108,116
517
$5.87M 0.01%
175,624
-1,285
518
$5.81M 0.01%
41,988
-57
519
$5.74M 0.01%
144,460
-5,208
520
$5.73M 0.01%
171,441
+12,317
521
$5.67M 0.01%
63,487
-813
522
$5.66M 0.01%
47,638
-4,005
523
$5.65M 0.01%
23,349
-1,577
524
$5.6M 0.01%
93,439
+1,362
525
$5.51M 0.01%
64,215
-13,079
19 20
21
22 23