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
601
$3.65M 0.01%
40,705
+17,509
602
$3.63M 0.01%
19,866
-357
603
$3.63M 0.01%
35,109
+10,847
604
$3.57M 0.01%
37,427
-21,148
605
$3.57M 0.01%
133,846
+1,788
606
$3.52M 0.01%
67,239
-20,244
607
$3.5M 0.01%
35,874
-4,013
608
$3.5M 0.01%
97,230
+22,402
609
$3.49M 0.01%
+54,462
610
$3.48M 0.01%
30,168
+1,646
611
$3.47M 0.01%
30,085
+4,841
612
$3.41M 0.01%
71,968
+3,824
613
$3.39M 0.01%
21,806
-546
614
$3.37M 0.01%
66,985
-1,041
615
$3.36M 0.01%
25,697
-1,720
616
$3.33M ﹤0.01%
19,973
-209
617
$3.32M ﹤0.01%
21,007
-391
618
$3.31M ﹤0.01%
47,711
-814
619
$3.3M ﹤0.01%
74,587
+4,968
620
$3.29M ﹤0.01%
61,973
-1,463
621
$3.28M ﹤0.01%
36,667
-727
622
$3.24M ﹤0.01%
3,948
-774
623
$3.24M ﹤0.01%
139,600
-90,437
624
$3.24M ﹤0.01%
12,762
+204
625
$3.24M ﹤0.01%
10,841
+1,314
23 24
25
26 27