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
751
$1.53M ﹤0.01%
204,381
+37,949
752
$1.5M ﹤0.01%
47,684
-128
753
$1.48M ﹤0.01%
16,692
-6,955
754
$1.48M ﹤0.01%
11,604
+196
755
$1.46M ﹤0.01%
235,992
-3,674
756
$1.46M ﹤0.01%
32,047
-2,096
757
$1.46M ﹤0.01%
8,280
+391
758
$1.46M ﹤0.01%
6,540
+16
759
$1.46M ﹤0.01%
37,498
-458,255
760
$1.45M ﹤0.01%
260,936
+9,396
761
$1.44M ﹤0.01%
87,525
+2,230
762
$1.42M ﹤0.01%
+97,177
763
$1.41M ﹤0.01%
4,377
+103
764
$1.41M ﹤0.01%
21,785
765
$1.41M ﹤0.01%
106,814
+442
766
$1.41M ﹤0.01%
35,003
+1,411
767
$1.41M ﹤0.01%
14,055
-8,835
768
$1.4M ﹤0.01%
19,706
-19,496
769
$1.4M ﹤0.01%
84,192
+73,936
770
$1.37M ﹤0.01%
9,462
+1,969
771
$1.36M ﹤0.01%
+20,554
772
$1.36M ﹤0.01%
28,258
+5,147
773
$1.35M ﹤0.01%
4,005
+53
774
$1.33M ﹤0.01%
+295,729
775
$1.31M ﹤0.01%
+9,599
29 30
31
32 33