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
$40.2B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$205M
3
+$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$147M
5
TRI icon
Thomson Reuters
TRI
+$120M

Top Sells

1
+$303M
2
+$258M
3
+$164M
4
NVDA icon
NVIDIA
NVDA
+$101M
5
CGNX icon
Cognex
CGNX
+$87.7M

Sector Composition

1 Financials 20.52%
2 Technology 15.99%
3 Industrials 12.9%
4 Healthcare 10.88%
5 Consumer Discretionary 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.33M 0.01%
9,273
+2,731
527
$2.33M 0.01%
6,093
-2,408
528
$2.31M 0.01%
23,135
+1,921
529
$2.31M 0.01%
29,489
-478
530
$2.31M 0.01%
18,495
-15,502
531
$2.27M 0.01%
73,965
+13,890
532
$2.27M 0.01%
2,984
-5,390
533
$2.26M 0.01%
7,521
+54
534
$2.25M 0.01%
48,011
+2,768
535
$2.25M 0.01%
13,055
-1,762,845
536
$2.23M 0.01%
60,275
-10,329
537
$2.22M 0.01%
18,153
+3,517
538
$2.22M 0.01%
20,021
539
$2.21M 0.01%
19,294
-1,353
540
$2.2M 0.01%
39,086
-3,947
541
$2.18M 0.01%
1,279,518
+617,561
542
$2.17M 0.01%
514,196
+16,059
543
$2.16M 0.01%
13,353
+73
544
$2.14M 0.01%
43,488
-4,544
545
$2.12M 0.01%
18,176
+4,567
546
$2.11M 0.01%
41,074
+1,007
547
$2.11M 0.01%
4,085
+343
548
$2.09M 0.01%
12,621
-536
549
$2.06M 0.01%
21,029
-3,270
550
$2.05M 0.01%
70,145
-2,825
20 21
22
23 24