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
651
$2.08M 0.01%
34,947
+7,973
652
$2.08M 0.01%
+98,327
653
$2.06M 0.01%
+30,100
654
$2.06M 0.01%
61,947
-202,939
655
$2.05M 0.01%
14,759
-571,718
656
$2.02M ﹤0.01%
27,802
-11,509
657
$2.01M ﹤0.01%
147,700
-50,500
658
$1.97M ﹤0.01%
31,910
-41,928
659
$1.89M ﹤0.01%
80,400
+70,800
660
$1.88M ﹤0.01%
16,755
-5,428
661
$1.87M ﹤0.01%
+43,547
662
$1.86M ﹤0.01%
+13,408
663
$1.85M ﹤0.01%
40,110
-15,076
664
$1.84M ﹤0.01%
+228,451
665
$1.83M ﹤0.01%
201,800
+67,700
666
$1.81M ﹤0.01%
39,714
-40,401
667
$1.81M ﹤0.01%
18,312
+53
668
$1.8M ﹤0.01%
72,000
669
$1.8M ﹤0.01%
97,484
+66,939
670
$1.78M ﹤0.01%
40,533
+25,629
671
$1.78M ﹤0.01%
91,765
-6,555
672
$1.77M ﹤0.01%
17,522
+79
673
$1.77M ﹤0.01%
41,039
+997
674
$1.73M ﹤0.01%
104,304
-29,712
675
$1.73M ﹤0.01%
29,805
+4,305
25 26
27
28 29