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
51
$272M 0.47%
1,663,428
+2,770
52
$269M 0.46%
3,198,037
+568,586
53
$263M 0.45%
1,699,553
-438,981
54
$258M 0.44%
1,922,299
-37,904
55
$258M 0.44%
2,043,358
-234,436
56
$256M 0.44%
9,697,255
-1,240,924
57
$254M 0.44%
4,093,312
+36,037
58
$254M 0.44%
1,768,464
-274,671
59
$254M 0.44%
4,360,350
+157,564
60
$253M 0.44%
8,373,866
+386,839
61
$249M 0.43%
2,086,479
+244,944
62
$247M 0.43%
8,639,780
+2,258,745
63
$242M 0.42%
674,248
-5,582
64
$228M 0.39%
3,274,650
-303,682
65
$228M 0.39%
853,949
+94,627
66
$227M 0.39%
1,012,233
+22,118
67
$226M 0.39%
2,718,996
-237,301
68
$213M 0.37%
2,478,363
+99,935
69
$209M 0.36%
2,039,600
+104,000
70
$203M 0.35%
5,362,093
-318,474
71
$200M 0.34%
423,266
-8,590
72
$196M 0.34%
2,404,121
+10,332
73
$191M 0.33%
12,448,592
-4,227,673
74
$188M 0.32%
2,730,648
-8,529
75
$184M 0.32%
5,409,005
-15,570
1 2
3
4 5