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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.02M 0.01%
83,285
+9,749
527
$3M 0.01%
72,646
+2,501
528
$2.99M 0.01%
99,195
+25,230
529
$2.97M 0.01%
16,967
+9,675
530
$2.96M 0.01%
15,652
+735
531
$2.94M 0.01%
92,540
-8,488
532
$2.94M 0.01%
5,886
-1,718
533
$2.92M 0.01%
21,418
-7,265
534
$2.92M 0.01%
118,847
+10,755
535
$2.92M 0.01%
39,933
+21,628
536
$2.92M 0.01%
49,294
+11,319
537
$2.9M 0.01%
259,696
-122,249
538
$2.89M 0.01%
8,035
+514
539
$2.89M 0.01%
6,394
+816
540
$2.89M 0.01%
30,370
-9,495
541
$2.88M 0.01%
74,985
+3,000
542
$2.87M 0.01%
31,675
-2,606
543
$2.83M 0.01%
36,642
+842
544
$2.82M 0.01%
35,809
+27,037
545
$2.82M 0.01%
25,887
+7,734
546
$2.82M 0.01%
19,960
-1,740
547
$2.81M 0.01%
13,106
+485
548
$2.8M 0.01%
22,604
+18,348
549
$2.79M 0.01%
47,903
-13,105
550
$2.79M 0.01%
93,781
-4,499
20 21
22
23 24