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
551
$5.02M 0.01%
42,802
-1,702
552
$4.94M 0.01%
91,888
-21,641
553
$4.93M 0.01%
28,242
554
$4.92M 0.01%
70,079
-1,746
555
$4.89M 0.01%
53,558
-40,489
556
$4.86M 0.01%
15,263
-7,137
557
$4.85M 0.01%
194,201
+47,714
558
$4.82M 0.01%
12,501
+1,416
559
$4.82M 0.01%
38,649
+1,438
560
$4.78M 0.01%
9,548
+610
561
$4.77M 0.01%
35,173
-6,045
562
$4.76M 0.01%
201,630
+14,600
563
$4.67M 0.01%
40,007
-51,824
564
$4.56M 0.01%
+608,641
565
$4.5M 0.01%
10,543
-164
566
$4.4M 0.01%
20,934
+7,947
567
$4.39M 0.01%
28,895
+367
568
$4.39M 0.01%
+155,125
569
$4.35M 0.01%
19,453
-538
570
$4.28M 0.01%
14,884
-3,979
571
$4.27M 0.01%
19,584
+5
572
$4.26M 0.01%
348,850
+82,018
573
$4.26M 0.01%
36,220
-1,445
574
$4.25M 0.01%
185,771
+99,820
575
$4.21M 0.01%
62,185
+5,949
21 22
23
24 25