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
726
$1.2M ﹤0.01%
+12,400
727
$1.19M ﹤0.01%
33,834
-7,166
728
$1.18M ﹤0.01%
32,113
+5,202
729
$1.17M ﹤0.01%
29,680
+2,247
730
$1.17M ﹤0.01%
9,235
+4,245
731
$1.17M ﹤0.01%
10,353
+2,329
732
$1.16M ﹤0.01%
69,249
+29,249
733
$1.15M ﹤0.01%
24,375
+13,470
734
$1.14M ﹤0.01%
8,617
-181,838
735
$1.12M ﹤0.01%
+30,620
736
$1.12M ﹤0.01%
68,735
+29,032
737
$1.12M ﹤0.01%
17,033
+4,193
738
$1.12M ﹤0.01%
7,421
+3,031
739
$1.12M ﹤0.01%
+170,669
740
$1.11M ﹤0.01%
6,423
+1,331
741
$1.11M ﹤0.01%
22,037
-104
742
$1.09M ﹤0.01%
6,473
+112
743
$1.09M ﹤0.01%
460
-83
744
$1.08M ﹤0.01%
33,735
-6,200
745
$1.05M ﹤0.01%
17,154
+228
746
$1.05M ﹤0.01%
+1,726
747
$1.04M ﹤0.01%
15,148
+6,500
748
$1.03M ﹤0.01%
48,512
+25,541
749
$1.03M ﹤0.01%
1,327
+265
750
$1.03M ﹤0.01%
31,654
28 29
30
31 32