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
601
$3.16M 0.01%
42,895
-7,789
602
$3.15M 0.01%
46,151
+31,355
603
$3.14M 0.01%
15,151
-2,789
604
$3.12M 0.01%
8,968
-278
605
$3.11M 0.01%
1,281,300
-833,500
606
$3.08M 0.01%
50,096
+2,484
607
$3.07M 0.01%
+199,576
608
$3.06M 0.01%
48,345
+8,996
609
$3.06M 0.01%
65,679
-32,550
610
$3.04M 0.01%
102,346
+70,033
611
$3.03M 0.01%
144,703
+28,813
612
$3.01M 0.01%
46,750
+1,883
613
$2.99M 0.01%
+28,534
614
$2.98M 0.01%
8,202
-2,225
615
$2.98M 0.01%
20,063
-259
616
$2.96M 0.01%
33,016
-1,823
617
$2.94M 0.01%
44,708
-4,249
618
$2.93M 0.01%
50,327
+761
619
$2.93M 0.01%
64,064
+10,460
620
$2.91M 0.01%
152,851
+57,726
621
$2.9M 0.01%
+30,877
622
$2.89M 0.01%
29,788
-2,320
623
$2.81M ﹤0.01%
100,273
-207,835
624
$2.8M ﹤0.01%
15,086
+285
625
$2.78M ﹤0.01%
11,313
-7,513
23 24
25
26 27