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
526
$5.51M 0.01%
53,898
-18,944
527
$5.5M 0.01%
82,461
-29,693
528
$5.48M 0.01%
57,334
-18,736
529
$5.44M 0.01%
11,295
+3,092
530
$5.43M 0.01%
2,205,255
-195,157
531
$5.4M 0.01%
94,419
+62,875
532
$5.37M 0.01%
23,835
+8,186
533
$5.37M 0.01%
57,000
-18,343
534
$5.34M 0.01%
49,203
-31,930
535
$5.32M 0.01%
333,383
-4,109
536
$5.29M 0.01%
133,120
+125,779
537
$5.28M 0.01%
97,820
-8,900
538
$5.24M 0.01%
31,731
-1,440
539
$5.22M 0.01%
37,008
-984
540
$5.19M 0.01%
78,551
+71,451
541
$5.19M 0.01%
101,462
+78,801
542
$5.15M 0.01%
53,499
+19,760
543
$5.15M 0.01%
73,644
+17,342
544
$5.14M 0.01%
42,991
-592
545
$5.14M 0.01%
53,107
+25,365
546
$5.13M 0.01%
97,156
+5,090
547
$5.12M 0.01%
+1,834,687
548
$5.12M 0.01%
510,688
549
$5.1M 0.01%
401,876
+274,505
550
$5.05M 0.01%
147,900
-13,983
20 21
22
23 24