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
651
$2.85M ﹤0.01%
12,769
+5,173
652
$2.84M ﹤0.01%
1,727
+51
653
$2.82M ﹤0.01%
26,500
+1,801
654
$2.81M ﹤0.01%
2,009
-24
655
$2.81M ﹤0.01%
54,519
+28,109
656
$2.81M ﹤0.01%
43,875
-17,536
657
$2.8M ﹤0.01%
6,865
+1,368
658
$2.79M ﹤0.01%
20,641
-36
659
$2.78M ﹤0.01%
132,802
+1,709
660
$2.78M ﹤0.01%
472,430
-1,994
661
$2.75M ﹤0.01%
40,311
+7,632
662
$2.75M ﹤0.01%
28,137
-19,442
663
$2.73M ﹤0.01%
104,027
-2,584
664
$2.72M ﹤0.01%
13,384
+5,275
665
$2.72M ﹤0.01%
5,862
-35
666
$2.71M ﹤0.01%
12,408
+1,090
667
$2.67M ﹤0.01%
64,743
+35,069
668
$2.67M ﹤0.01%
60,048
+37,292
669
$2.66M ﹤0.01%
19,215
-7,928
670
$2.66M ﹤0.01%
194,494
+11,740
671
$2.64M ﹤0.01%
334,415
-866,605
672
$2.63M ﹤0.01%
33,922
+246
673
$2.62M ﹤0.01%
103,389
-24,239
674
$2.61M ﹤0.01%
18,332
-353
675
$2.61M ﹤0.01%
47,152
-267,155
25 26
27
28 29