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
626
$2.28M 0.01%
+41,000
627
$2.27M 0.01%
92,157
+64,374
628
$2.25M 0.01%
22,819
+32
629
$2.24M 0.01%
197,851
-700
630
$2.23M 0.01%
12,331
+10,437
631
$2.23M 0.01%
116,998
+1,753
632
$2.23M 0.01%
70,540
+29,645
633
$2.23M 0.01%
51,058
+29,759
634
$2.22M 0.01%
+46,050
635
$2.21M 0.01%
1,288,000
636
$2.2M 0.01%
33,233
+28,165
637
$2.2M 0.01%
58,000
-14,842
638
$2.2M 0.01%
50,678
+604
639
$2.19M 0.01%
+29,330
640
$2.17M 0.01%
33,773
+24,129
641
$2.13M 0.01%
+15,500
642
$2.13M 0.01%
18,211
+3,113
643
$2.13M 0.01%
+80,430
644
$2.12M 0.01%
+27,400
645
$2.1M 0.01%
16,250
+7,600
646
$2.1M 0.01%
16,249
-17,198
647
$2.09M 0.01%
+17,750
648
$2.09M 0.01%
+85,600
649
$2.09M 0.01%
+22,150
650
$2.08M 0.01%
+19,146
24 25
26
27 28