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
576
$4.19M 0.01%
35,510
-1
577
$4.16M 0.01%
120,324
-63,038
578
$4.16M 0.01%
28,501
+15,730
579
$4.16M 0.01%
46,338
+1,370
580
$4.09M 0.01%
19,072
-67
581
$4.08M 0.01%
25,465
+5,059
582
$4.06M 0.01%
27,553
+654
583
$4.06M 0.01%
40,800
+2,600
584
$4.03M 0.01%
26,620
-118
585
$4M 0.01%
+23,346
586
$3.99M 0.01%
883,581
+179,601
587
$3.91M 0.01%
36,600
-7,700
588
$3.89M 0.01%
17,342
+416
589
$3.89M 0.01%
100,015
-19,731
590
$3.84M 0.01%
134,167
+4,539
591
$3.82M 0.01%
18,441
-370
592
$3.79M 0.01%
45,023
-815
593
$3.77M 0.01%
51,118
+566
594
$3.71M 0.01%
173,005
595
$3.7M 0.01%
828,776
+661,955
596
$3.7M 0.01%
6,825
+1,691
597
$3.69M 0.01%
193,291
+8,156
598
$3.68M 0.01%
68,833
+13,944
599
$3.67M 0.01%
13,994
-45,701
600
$3.66M 0.01%
34,306
-906
22 23
24
25 26