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
51
$352M 0.52%
784,821
-24,856
52
$341M 0.51%
1,108,073
-43,926
53
$339M 0.5%
666,560
-8,428
54
$339M 0.5%
2,943,754
+1,607,663
55
$318M 0.47%
1,274,697
-69,001
56
$316M 0.47%
775,735
-12,572
57
$311M 0.46%
4,592,715
+34,588
58
$307M 0.46%
2,887,040
+460
59
$305M 0.45%
550,859
-65,075
60
$294M 0.44%
6,921,492
-236,349
61
$294M 0.44%
1,300,041
-100,505
62
$292M 0.43%
2,885,824
+175,322
63
$290M 0.43%
2,339,106
+149,979
64
$281M 0.42%
3,059,000
+155,900
65
$281M 0.42%
5,855,836
+546,801
66
$278M 0.41%
1,684,835
-196,606
67
$253M 0.38%
279,151
-2,598
68
$250M 0.37%
979,087
-324,389
69
$249M 0.37%
1,817,509
-514,872
70
$246M 0.37%
6,323,303
-587,522
71
$245M 0.36%
3,851,055
+272,896
72
$244M 0.36%
5,127,005
+206,283
73
$243M 0.36%
14,556,115
-2,474,795
74
$240M 0.36%
411,353
+1,651
75
$239M 0.35%
7,616,982
+233,108
1 2
3
4 5