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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.08M ﹤0.01%
22,338
-39,526
702
$1.08M ﹤0.01%
11,062
-9,006
703
$1.08M ﹤0.01%
+13,730
704
$1.07M ﹤0.01%
23,988
-2,075
705
$1.07M ﹤0.01%
18,642
+8,216
706
$1.06M ﹤0.01%
24,307
-2,700
707
$1.05M ﹤0.01%
4,431
+202
708
$1.05M ﹤0.01%
+4,207
709
$1.05M ﹤0.01%
71,902
-210
710
$1.03M ﹤0.01%
27,705
+13,900
711
$1.02M ﹤0.01%
4,030
-2,362
712
$1.01M ﹤0.01%
7,593
+3,324
713
$1M ﹤0.01%
29,474
-76
714
$995K ﹤0.01%
11,714
+1,470
715
$994K ﹤0.01%
70,000
-180,300
716
$988K ﹤0.01%
46,608
+7,325
717
$978K ﹤0.01%
16,506
-19,554
718
$975K ﹤0.01%
15,520
-17,743
719
$973K ﹤0.01%
14,771
+5,490
720
$946K ﹤0.01%
5,403
-7,652
721
$939K ﹤0.01%
8,441
+1,450
722
$934K ﹤0.01%
+21,030
723
$931K ﹤0.01%
41,083
+5,110
724
$927K ﹤0.01%
7,741
-6,927
725
$925K ﹤0.01%
6,771
-4,077
27 28
29
30 31