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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$774K ﹤0.01%
17,901
+1,134
752
$761K ﹤0.01%
29,826
+15,924
753
$757K ﹤0.01%
1,696
+91
754
$752K ﹤0.01%
105,339
-5,707
755
$749K ﹤0.01%
34,383
+22,909
756
$746K ﹤0.01%
2,542
-61
757
$739K ﹤0.01%
4,124
+479
758
$725K ﹤0.01%
4,602
+79
759
$716K ﹤0.01%
26,000
760
$710K ﹤0.01%
21,166
+1,907
761
$708K ﹤0.01%
52,960
-235,877
762
$707K ﹤0.01%
64,841
+3,070
763
$696K ﹤0.01%
7,941
+1,003
764
$696K ﹤0.01%
2
-12
765
$695K ﹤0.01%
4,391
+301
766
$694K ﹤0.01%
3,884
+629
767
$690K ﹤0.01%
80,000
768
$688K ﹤0.01%
29,232
-40,340
769
$688K ﹤0.01%
2,941
+452
770
$687K ﹤0.01%
7,646
-21,843
771
$684K ﹤0.01%
1,763
+747
772
$678K ﹤0.01%
14,081
+5,658
773
$678K ﹤0.01%
29,571
-34,970
774
$676K ﹤0.01%
149,243
+32,143
775
$674K ﹤0.01%
44,703
+1,024
29 30
31
32 33