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
626
$3.24M ﹤0.01%
+1,387,906
627
$3.23M ﹤0.01%
26,729
-21,008
628
$3.22M ﹤0.01%
39,357
+1,621
629
$3.22M ﹤0.01%
+80,900
630
$3.18M ﹤0.01%
44,587
-101,758
631
$3.18M ﹤0.01%
19,704
+2,934
632
$3.16M ﹤0.01%
44,530
+1,499
633
$3.13M ﹤0.01%
35,087
-8,731
634
$3.11M ﹤0.01%
5,732
+2,966
635
$3.11M ﹤0.01%
45,299
+8,950
636
$3.06M ﹤0.01%
73,918
+27,737
637
$3.06M ﹤0.01%
153,833
-274,202
638
$3.05M ﹤0.01%
26,279
+5,199
639
$3.02M ﹤0.01%
22,110
-17,959
640
$2.99M ﹤0.01%
10,696
+278
641
$2.96M ﹤0.01%
19,042
-137
642
$2.95M ﹤0.01%
78,429
-900
643
$2.94M ﹤0.01%
19,399
+203
644
$2.93M ﹤0.01%
+267,448
645
$2.92M ﹤0.01%
10,596
-153
646
$2.92M ﹤0.01%
22,484
+1,152
647
$2.91M ﹤0.01%
23,581
+3,983
648
$2.89M ﹤0.01%
101,943
+5,941
649
$2.89M ﹤0.01%
85,786
+25,515
650
$2.89M ﹤0.01%
47,766
-13,239
24 25
26
27 28