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
526
$4.95M 0.01%
73,476
+38,793
527
$4.94M 0.01%
61,148
+9,417
528
$4.93M 0.01%
365,579
-109,577
529
$4.92M 0.01%
79,514
-2,688
530
$4.91M 0.01%
213,388
-2,302
531
$4.87M 0.01%
60,633
-12,584
532
$4.84M 0.01%
109,054
+83,774
533
$4.83M 0.01%
570,489
+552,572
534
$4.82M 0.01%
26,456
-90
535
$4.78M 0.01%
15,781
+113
536
$4.76M 0.01%
45,796
+32
537
$4.74M 0.01%
29,155
+579
538
$4.72M 0.01%
140,486
+6,420
539
$4.72M 0.01%
14,309
-1,262
540
$4.71M 0.01%
23,514
+2,508
541
$4.7M 0.01%
50,860
+15,945
542
$4.69M 0.01%
156,150
-26,200
543
$4.67M 0.01%
61,979
-27,509
544
$4.65M 0.01%
28,290
-37,135
545
$4.55M 0.01%
41,146
+37,393
546
$4.54M 0.01%
25,132
+1,661
547
$4.5M 0.01%
31,124
-937
548
$4.44M 0.01%
210,681
-36,300
549
$4.41M 0.01%
50,493
+45,829
550
$4.38M 0.01%
32,365
-2,127
20 21
22
23 24