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
676
$2.61M ﹤0.01%
156,838
+8,714
677
$2.58M ﹤0.01%
88,525
-540
678
$2.57M ﹤0.01%
12,543
-1,263
679
$2.57M ﹤0.01%
143,945
-740,769
680
$2.55M ﹤0.01%
69,978
-6,499
681
$2.55M ﹤0.01%
120,428
-1,509
682
$2.55M ﹤0.01%
206,550
+128,660
683
$2.54M ﹤0.01%
101,876
+12,578
684
$2.51M ﹤0.01%
30,474
+4,832
685
$2.49M ﹤0.01%
62,958
+2,879
686
$2.45M ﹤0.01%
219,700
-1,671,317
687
$2.45M ﹤0.01%
31,278
-853
688
$2.45M ﹤0.01%
7,614
-328
689
$2.45M ﹤0.01%
114,235
-7,175
690
$2.41M ﹤0.01%
7,329
-318
691
$2.41M ﹤0.01%
50,062
+41,580
692
$2.39M ﹤0.01%
1,352,599
693
$2.37M ﹤0.01%
26,884
+23,764
694
$2.35M ﹤0.01%
41,814
-7,007
695
$2.35M ﹤0.01%
17,050
+8,010
696
$2.34M ﹤0.01%
82,408
-5,269
697
$2.33M ﹤0.01%
41,586
+21,088
698
$2.29M ﹤0.01%
12,666
-101
699
$2.28M ﹤0.01%
15,358
-34,731
700
$2.27M ﹤0.01%
7,641
+1,384
26 27
28
29 30