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
576
$3.11M 0.01%
94,395
577
$3.1M 0.01%
75,684
+22,192
578
$3.06M 0.01%
44,735
-13,900
579
$3.05M 0.01%
174,862
-8,813
580
$3.03M 0.01%
+42,683
581
$3.03M 0.01%
25,715
+392
582
$3.02M 0.01%
+215,000
583
$3.02M 0.01%
36,647
-41,000
584
$3.02M 0.01%
216,118
+82,027
585
$3.01M 0.01%
71,406
+12,222
586
$3.01M 0.01%
68,088
-260,580
587
$3M 0.01%
41,076
+3,498
588
$2.99M 0.01%
219,200
589
$2.99M 0.01%
18,382
+1,393
590
$2.92M 0.01%
+33,800
591
$2.91M 0.01%
108,000
+91,800
592
$2.88M 0.01%
43,046
+17,105
593
$2.84M 0.01%
404,840
-498,680
594
$2.81M 0.01%
30,247
+81
595
$2.81M 0.01%
32,655
-3
596
$2.77M 0.01%
70,369
-71,941
597
$2.76M 0.01%
145,199
598
$2.73M 0.01%
76,465
+5,280
599
$2.7M 0.01%
143,300
600
$2.66M 0.01%
40,380
-25,986
22 23
24
25 26