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
651
$2.4M ﹤0.01%
22,896
+2,959
652
$2.39M ﹤0.01%
35,431
+4,063
653
$2.39M ﹤0.01%
893,230
+20,230
654
$2.38M ﹤0.01%
119,031
+58,060
655
$2.37M ﹤0.01%
33,275
-3,108
656
$2.33M ﹤0.01%
65,632
-3,721
657
$2.33M ﹤0.01%
82,620
-44,131
658
$2.33M ﹤0.01%
21,728
+2,608
659
$2.32M ﹤0.01%
34,793
-38,355
660
$2.31M ﹤0.01%
9,544
+215
661
$2.31M ﹤0.01%
21,746
+2,656
662
$2.3M ﹤0.01%
22,037
-143,459
663
$2.3M ﹤0.01%
38,768
+617
664
$2.29M ﹤0.01%
54,382
+5,200
665
$2.29M ﹤0.01%
28,790
-11,732
666
$2.28M ﹤0.01%
+45,500
667
$2.27M ﹤0.01%
75,840
-2,171
668
$2.26M ﹤0.01%
8,351
-2,446
669
$2.24M ﹤0.01%
39,903
+869
670
$2.24M ﹤0.01%
70,010
+171
671
$2.22M ﹤0.01%
77,888
+8,016
672
$2.22M ﹤0.01%
81,423
+2,088
673
$2.22M ﹤0.01%
225,767
-28,798
674
$2.21M ﹤0.01%
33,447
+1,016
675
$2.2M ﹤0.01%
66,512
-419
25 26
27
28 29