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
551
$2.05M 0.01%
108,092
+7,528
552
$2.02M 0.01%
22,516
-4,959
553
$2M 0.01%
66,920
-7,019
554
$2M 0.01%
58,290
-3,610
555
$1.98M ﹤0.01%
34,281
-9,441
556
$1.96M ﹤0.01%
+265,900
557
$1.96M ﹤0.01%
10,092
-161
558
$1.94M ﹤0.01%
39,738
-90,773
559
$1.94M ﹤0.01%
168,451
-78,164
560
$1.94M ﹤0.01%
35,800
+420
561
$1.94M ﹤0.01%
7,847
+4,944
562
$1.93M ﹤0.01%
53,015
+30,515
563
$1.93M ﹤0.01%
54,900
-9,358
564
$1.93M ﹤0.01%
10,852
+976
565
$1.89M ﹤0.01%
29,529
+12,963
566
$1.88M ﹤0.01%
100,098
+50,200
567
$1.88M ﹤0.01%
3,327
+755
568
$1.86M ﹤0.01%
61,864
+439
569
$1.86M ﹤0.01%
31,500
+8,200
570
$1.86M ﹤0.01%
46,298
-130,230
571
$1.85M ﹤0.01%
35,020
-3,180
572
$1.85M ﹤0.01%
130,773
+82,048
573
$1.85M ﹤0.01%
377,200
+12,200
574
$1.84M ﹤0.01%
21,356
-17,782
575
$1.83M ﹤0.01%
12,282
+402
21 22
23
24 25