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
551
$4.32M 0.01%
590,098
+462,320
552
$4.31M 0.01%
189,354
-76,108
553
$4.3M 0.01%
78,100
-17,800
554
$4.29M 0.01%
28,730
-2,784
555
$4.28M 0.01%
31,637
+585
556
$4.24M 0.01%
51,240
+29,035
557
$4.22M 0.01%
+104,563
558
$4.18M 0.01%
128,185
+39,356
559
$4.18M 0.01%
132,995
+53,557
560
$4.07M 0.01%
289,414
+4,826
561
$4.04M 0.01%
+12,306
562
$4.03M 0.01%
364,950
-239,108
563
$4.01M 0.01%
250,414
-3,985
564
$4M 0.01%
12,273
+61
565
$3.98M 0.01%
9,426
-1,708
566
$3.89M 0.01%
18,574
-1,963
567
$3.88M 0.01%
17,750
-1,283
568
$3.87M 0.01%
48,152
+5,082
569
$3.8M 0.01%
66,745
+57,514
570
$3.77M 0.01%
35,463
-7,673
571
$3.73M 0.01%
108,687
-2,663
572
$3.7M 0.01%
40,658
+255
573
$3.65M 0.01%
72,710
+1,588
574
$3.63M 0.01%
97,650
+2,530
575
$3.63M 0.01%
42,771
-31,204
21 22
23
24 25