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
751
$1.02M ﹤0.01%
11,828
+4,498
752
$1.02M ﹤0.01%
+20,396
753
$1.02M ﹤0.01%
3,205
+150
754
$1.02M ﹤0.01%
21,821
+15,295
755
$998K ﹤0.01%
181,932
-127,092
756
$994K ﹤0.01%
41,246
757
$992K ﹤0.01%
5,149
+143
758
$989K ﹤0.01%
+21,000
759
$981K ﹤0.01%
31,400
760
$979K ﹤0.01%
11,143
+1,205
761
$976K ﹤0.01%
128,566
+27,335
762
$970K ﹤0.01%
12,000
763
$960K ﹤0.01%
+4,200
764
$960K ﹤0.01%
52,100
+13,150
765
$957K ﹤0.01%
68,469
+14,939
766
$950K ﹤0.01%
5,645
-389,838
767
$950K ﹤0.01%
53,306
+21,716
768
$949K ﹤0.01%
36,042
+7,587
769
$936K ﹤0.01%
1,024
+623
770
$929K ﹤0.01%
35,069
-26,338
771
$919K ﹤0.01%
14,538
+5,958
772
$912K ﹤0.01%
5,033
-44
773
$907K ﹤0.01%
31,910
774
$902K ﹤0.01%
55,531
775
$901K ﹤0.01%
50,122
+11,930
29 30
31
32 33