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
726
$1.74M ﹤0.01%
19,427
+195
727
$1.73M ﹤0.01%
77,460
-2,041
728
$1.71M ﹤0.01%
60,508
+6,671
729
$1.69M ﹤0.01%
+51,298
730
$1.69M ﹤0.01%
29,819
+838
731
$1.68M ﹤0.01%
38,621
+31,476
732
$1.68M ﹤0.01%
11,996
+2,611
733
$1.64M ﹤0.01%
38,166
+11,986
734
$1.64M ﹤0.01%
3,932
+2,005
735
$1.64M ﹤0.01%
50,169
+15,286
736
$1.64M ﹤0.01%
22,149
-1,892
737
$1.63M ﹤0.01%
48,362
+12,002
738
$1.61M ﹤0.01%
94,145
-5,868
739
$1.61M ﹤0.01%
4,008
+138
740
$1.61M ﹤0.01%
21,378
-216
741
$1.6M ﹤0.01%
29,066
-10,573
742
$1.58M ﹤0.01%
13,159
-8,489
743
$1.58M ﹤0.01%
177,705
+15,366
744
$1.57M ﹤0.01%
22,988
-384
745
$1.56M ﹤0.01%
14,669
-4,323
746
$1.56M ﹤0.01%
23,409
+422
747
$1.56M ﹤0.01%
208,250
+1,934
748
$1.53M ﹤0.01%
21,251
-66
749
$1.53M ﹤0.01%
62,334
+7,793
750
$1.53M ﹤0.01%
11,498
+693
28 29
30
31 32