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
551
$3.44M 0.01%
246,010
+16,344
552
$3.44M 0.01%
162,075
-79,984
553
$3.42M 0.01%
180,700
-35,800
554
$3.41M 0.01%
23,493
-58,950
555
$3.41M 0.01%
66,775
556
$3.35M 0.01%
233,340
-800
557
$3.35M 0.01%
38,295
+33,911
558
$3.33M 0.01%
393,200
559
$3.3M 0.01%
70,864
+56,040
560
$3.3M 0.01%
+166,800
561
$3.24M 0.01%
169,800
562
$3.24M 0.01%
130,350
-152,500
563
$3.23M 0.01%
34,750
+28,350
564
$3.23M 0.01%
63,322
+25,432
565
$3.22M 0.01%
21,400
-3,800
566
$3.21M 0.01%
77,706
-14,894
567
$3.21M 0.01%
22,009
+353
568
$3.19M 0.01%
34,650
+8,939
569
$3.19M 0.01%
148,200
+103,000
570
$3.19M 0.01%
108,836
+9,606
571
$3.16M 0.01%
+39,600
572
$3.15M 0.01%
+72,580
573
$3.13M 0.01%
92,184
+21,243
574
$3.13M 0.01%
132,020
+1,880
575
$3.13M 0.01%
15,499
+12,756
21 22
23
24 25