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
701
$2.27M ﹤0.01%
36,040
+31
702
$2.25M ﹤0.01%
+42,599
703
$2.24M ﹤0.01%
93,739
+10,719
704
$2.24M ﹤0.01%
7,141
-437
705
$2.24M ﹤0.01%
36,423
+27,197
706
$2.22M ﹤0.01%
190,385
+144,007
707
$2.22M ﹤0.01%
230,571
+2,007
708
$2.21M ﹤0.01%
39,667
-250
709
$2.2M ﹤0.01%
109,804
-1,813
710
$2.19M ﹤0.01%
124,068
-9,615
711
$2.18M ﹤0.01%
11,918
+7,486
712
$2.16M ﹤0.01%
76,727
+10,109
713
$2.15M ﹤0.01%
48,750
-616
714
$2.14M ﹤0.01%
27,231
-167
715
$2.14M ﹤0.01%
9,731
-4,707
716
$2.12M ﹤0.01%
28,553
-41,791
717
$2.12M ﹤0.01%
35,778
+13,595
718
$2.07M ﹤0.01%
18,664
-86
719
$2.05M ﹤0.01%
+38,500
720
$2.05M ﹤0.01%
32,000
+1,647
721
$2.05M ﹤0.01%
9,205
+7,960
722
$2.04M ﹤0.01%
72,150
-924
723
$2.04M ﹤0.01%
16,434
-196
724
$2.04M ﹤0.01%
33,803
-11,651
725
$2.03M ﹤0.01%
21,341
-1,018
27 28
29
30 31