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
576
$3.62M 0.01%
260,274
+4,643
577
$3.6M 0.01%
173,005
578
$3.58M 0.01%
+311,637
579
$3.57M 0.01%
53,113
+407
580
$3.48M 0.01%
142,648
+122,647
581
$3.45M 0.01%
131,768
+11,844
582
$3.45M 0.01%
10,264
-361
583
$3.43M 0.01%
14,813
+1,271
584
$3.42M 0.01%
226,664
+185,530
585
$3.38M 0.01%
47,424
+24,811
586
$3.36M 0.01%
113,697
-65,059
587
$3.35M 0.01%
325,173
+5,453
588
$3.35M 0.01%
53,066
-4,129
589
$3.34M 0.01%
26,437
+227
590
$3.33M 0.01%
135,154
-57,756
591
$3.28M 0.01%
19,924
+416
592
$3.28M 0.01%
703,055
+41,433
593
$3.28M 0.01%
293,031
+7,644
594
$3.27M 0.01%
18,594
-858
595
$3.26M 0.01%
73,313
+57,677
596
$3.22M 0.01%
11,939
+3,444
597
$3.19M 0.01%
26,316
-3,664
598
$3.19M 0.01%
31,194
+23,197
599
$3.18M 0.01%
253,917
-12,747
600
$3.16M 0.01%
15,199
+283