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
526
$4.09M 0.01%
+195,830
527
$4.03M 0.01%
39,924
+8,612
528
$3.88M 0.01%
188,074
-700
529
$3.87M 0.01%
31,801
+12,314
530
$3.87M 0.01%
+45,405
531
$3.84M 0.01%
107,770
+45,460
532
$3.79M 0.01%
69,664
+3,528
533
$3.71M 0.01%
46,100
+11,200
534
$3.7M 0.01%
77,185
535
$3.67M 0.01%
80,295
-11,685
536
$3.63M 0.01%
129,594
+22,794
537
$3.62M 0.01%
68,538
+61,495
538
$3.57M 0.01%
14,614
-868
539
$3.54M 0.01%
40,480
+13,465
540
$3.54M 0.01%
73,170
-175,470
541
$3.53M 0.01%
46,572
+8,507
542
$3.52M 0.01%
21,790
-14,190
543
$3.51M 0.01%
439,304
+45,400
544
$3.5M 0.01%
+70,180
545
$3.5M 0.01%
921,500
546
$3.48M 0.01%
34,117
-58,893
547
$3.48M 0.01%
210,380
-138,052
548
$3.46M 0.01%
66,816
-89,100
549
$3.46M 0.01%
+28,720
550
$3.45M 0.01%
54,117
-3,611
20 21
22
23 24