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
626
$2.78M ﹤0.01%
82,896
+34,488
627
$2.77M ﹤0.01%
28,762
+15,104
628
$2.71M ﹤0.01%
15,354
-1,244
629
$2.69M ﹤0.01%
107,966
+28,832
630
$2.66M ﹤0.01%
64,371
+1,380
631
$2.66M ﹤0.01%
6,645
-822
632
$2.65M ﹤0.01%
43,155
+39,065
633
$2.65M ﹤0.01%
59,171
+49,695
634
$2.65M ﹤0.01%
60,315
+4,687
635
$2.65M ﹤0.01%
9,460
+90
636
$2.64M ﹤0.01%
362,591
+2,628
637
$2.63M ﹤0.01%
10,692
+464
638
$2.63M ﹤0.01%
16,817
-74
639
$2.6M ﹤0.01%
14,118
+352
640
$2.59M ﹤0.01%
11,971
-213
641
$2.55M ﹤0.01%
87,813
-34,388
642
$2.54M ﹤0.01%
100,871
+5,256
643
$2.53M ﹤0.01%
67,333
+2,782
644
$2.52M ﹤0.01%
30,787
-78
645
$2.49M ﹤0.01%
84,220
-18,498
646
$2.46M ﹤0.01%
13,065
+470
647
$2.43M ﹤0.01%
50,466
-18,946
648
$2.42M ﹤0.01%
112,482
-60,821
649
$2.42M ﹤0.01%
98,577
+50,177
650
$2.41M ﹤0.01%
9,550
-72
24 25
26
27 28