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
676
$1.7M ﹤0.01%
133,560
+112,300
677
$1.7M ﹤0.01%
37,757
678
$1.65M ﹤0.01%
69,986
-584
679
$1.64M ﹤0.01%
23,398
+2,735
680
$1.64M ﹤0.01%
22,309
-2,796
681
$1.61M ﹤0.01%
44,694
-6,448
682
$1.6M ﹤0.01%
20,958
683
$1.6M ﹤0.01%
23,603
-8,922
684
$1.57M ﹤0.01%
55,155
+6,150
685
$1.56M ﹤0.01%
30,669
+9,187
686
$1.56M ﹤0.01%
21,425
+3,000
687
$1.56M ﹤0.01%
208,682
+88,143
688
$1.55M ﹤0.01%
64,758
+2,884
689
$1.55M ﹤0.01%
33,621
+14,577
690
$1.54M ﹤0.01%
16,579
-5,057
691
$1.51M ﹤0.01%
+801
692
$1.51M ﹤0.01%
25,766
693
$1.51M ﹤0.01%
+21,469
694
$1.5M ﹤0.01%
60,668
-174,902
695
$1.48M ﹤0.01%
195,622
+170,422
696
$1.48M ﹤0.01%
57,393
-75
697
$1.47M ﹤0.01%
73,250
-4,900
698
$1.46M ﹤0.01%
20,619
+3,968
699
$1.46M ﹤0.01%
4,082
-626
700
$1.45M ﹤0.01%
17,340
26 27
28
29 30