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
701
$2M ﹤0.01%
20,291
-420
702
$1.99M ﹤0.01%
78,696
-22,974
703
$1.99M ﹤0.01%
45,316
-12,376
704
$1.97M ﹤0.01%
+76,805
705
$1.97M ﹤0.01%
172,792
706
$1.96M ﹤0.01%
12,654
+584
707
$1.95M ﹤0.01%
40,018
+3,290
708
$1.95M ﹤0.01%
35,884
-16,424
709
$1.94M ﹤0.01%
23,920
-7,753
710
$1.94M ﹤0.01%
22,212
+351
711
$1.92M ﹤0.01%
17,353
+5,625
712
$1.89M ﹤0.01%
16,653
+422
713
$1.88M ﹤0.01%
3,573
-62
714
$1.87M ﹤0.01%
7,148
-2,427
715
$1.87M ﹤0.01%
38,423
-9,613
716
$1.85M ﹤0.01%
13,166
-1,104
717
$1.84M ﹤0.01%
70,397
+855
718
$1.83M ﹤0.01%
8,256
-588
719
$1.8M ﹤0.01%
167,507
-36,272
720
$1.78M ﹤0.01%
20,811
-1,339
721
$1.78M ﹤0.01%
+41,438
722
$1.76M ﹤0.01%
64,340
-161
723
$1.75M ﹤0.01%
300,937
724
$1.75M ﹤0.01%
+48,050
725
$1.74M ﹤0.01%
151,686
-298
27 28
29
30 31