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
676
$2.19M ﹤0.01%
30,349
-1,629
677
$2.18M ﹤0.01%
98,615
+55,408
678
$2.16M ﹤0.01%
12,688
-2,899
679
$2.15M ﹤0.01%
15,770
-59,137
680
$2.14M ﹤0.01%
103,346
-73,539
681
$2.14M ﹤0.01%
12,010
-74
682
$2.14M ﹤0.01%
21,349
+871
683
$2.12M ﹤0.01%
57,622
-6,084
684
$2.1M ﹤0.01%
72,766
-16,129
685
$2.09M ﹤0.01%
18,636
-3,469
686
$2.06M ﹤0.01%
77,244
-3,644
687
$2.06M ﹤0.01%
32,209
+804
688
$2.05M ﹤0.01%
33,185
+3,272
689
$2.05M ﹤0.01%
19,524
-10,288
690
$2.04M ﹤0.01%
70,025
+497
691
$2.04M ﹤0.01%
15,697
+576
692
$2.04M ﹤0.01%
34,325
+334
693
$2.04M ﹤0.01%
68,185
+19,913
694
$2.04M ﹤0.01%
101,464
-16,771
695
$2.04M ﹤0.01%
331,040
+67,125
696
$2.03M ﹤0.01%
9,449
-1,983
697
$2.03M ﹤0.01%
238,669
+17,146
698
$2.02M ﹤0.01%
95,763
-148,100
699
$2.02M ﹤0.01%
42,889
+19,526
700
$2M ﹤0.01%
498,580
+5,501
26 27
28
29 30