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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201M 0.49%
1,322,049
-246,522
52
$198M 0.48%
1,972,720
+264,660
53
$196M 0.48%
813,870
+281,179
54
$193M 0.47%
1,088,549
+508,328
55
$192M 0.47%
1,988,347
+148,217
56
$191M 0.47%
7,337,816
+790,875
57
$189M 0.46%
4,041,440
+1,601,636
58
$189M 0.46%
1,852,696
+1,003,404
59
$185M 0.45%
9,095,892
+721,121
60
$184M 0.45%
2,337,841
-582,591
61
$179M 0.44%
32,166,684
+7,296,372
62
$178M 0.43%
1,091,154
-111,272
63
$168M 0.41%
2,821,820
+376,500
64
$166M 0.4%
518
+198
65
$165M 0.4%
3,137,766
+1,613,762
66
$162M 0.39%
6,506,780
+1,375,378
67
$160M 0.39%
12,742,524
+3,868,062
68
$159M 0.39%
3,519,700
+159,553
69
$158M 0.39%
2,998,611
+21,012
70
$155M 0.38%
3,022,789
+550,441
71
$155M 0.38%
6,580,596
-199,644
72
$155M 0.38%
1,346,108
-483,387
73
$154M 0.37%
932,122
+116,282
74
$153M 0.37%
2,693,637
-1,190,907
75
$153M 0.37%
3,225,054
+388,287
1 2
3
4 5