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
601
$2.63M 0.01%
144,408
+66,523
602
$2.62M 0.01%
+175,879
603
$2.61M 0.01%
91,739
+27,430
604
$2.6M 0.01%
139,628
+35,097
605
$2.56M 0.01%
+245,171
606
$2.52M 0.01%
28,654
+68
607
$2.52M 0.01%
+75,300
608
$2.5M 0.01%
29,275
-6,005
609
$2.48M 0.01%
+23,774
610
$2.47M 0.01%
121,186
+51,186
611
$2.44M 0.01%
90,640
+26,974
612
$2.43M 0.01%
17,175
+1,486
613
$2.42M 0.01%
27,191
+740
614
$2.41M 0.01%
1,067
+347
615
$2.4M 0.01%
67,576
+3,041
616
$2.4M 0.01%
10,683
-7,207
617
$2.39M 0.01%
184,324
+169,874
618
$2.38M 0.01%
51,535
-15,803
619
$2.37M 0.01%
21,119
+1,934
620
$2.36M 0.01%
+45,470
621
$2.36M 0.01%
20,967
+16,576
622
$2.35M 0.01%
320,869
+135,529
623
$2.3M 0.01%
57,630
-5,954
624
$2.28M 0.01%
99,700
-51,050
625
$2.28M 0.01%
153,555
23 24
25
26 27