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
726
$1.99M ﹤0.01%
34,292
+7,291
727
$1.98M ﹤0.01%
+68,759
728
$1.98M ﹤0.01%
28,655
+24,000
729
$1.97M ﹤0.01%
108,200
+21,165
730
$1.97M ﹤0.01%
18,462
-15,948
731
$1.97M ﹤0.01%
5,389
+2,396
732
$1.97M ﹤0.01%
18,073
+789
733
$1.96M ﹤0.01%
23,390
-2,938
734
$1.95M ﹤0.01%
+23,176
735
$1.95M ﹤0.01%
12,654
+6,471
736
$1.94M ﹤0.01%
6,596
-9
737
$1.94M ﹤0.01%
25,937
-85,875
738
$1.93M ﹤0.01%
62,426
-252
739
$1.93M ﹤0.01%
17,728
-1,214
740
$1.93M ﹤0.01%
125,475
+69,807
741
$1.91M ﹤0.01%
9,722
-71
742
$1.9M ﹤0.01%
17,480
+6,549
743
$1.89M ﹤0.01%
128,424
+78,503
744
$1.88M ﹤0.01%
10,836
-18,371
745
$1.88M ﹤0.01%
142,805
+17,804
746
$1.85M ﹤0.01%
10,160
-89
747
$1.84M ﹤0.01%
26,290
-5,293
748
$1.83M ﹤0.01%
18,973
-839
749
$1.82M ﹤0.01%
9,970
+1,341
750
$1.81M ﹤0.01%
7,717
-2,724
28 29
30
31 32