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
751
$1.8M ﹤0.01%
13,518
+194
752
$1.8M ﹤0.01%
40,592
+32,120
753
$1.79M ﹤0.01%
17,511
+14,616
754
$1.78M ﹤0.01%
+212,394
755
$1.78M ﹤0.01%
44,401
+17,895
756
$1.78M ﹤0.01%
13,716
-13,468
757
$1.76M ﹤0.01%
9,133
-5,177
758
$1.74M ﹤0.01%
649,077
-174,664
759
$1.74M ﹤0.01%
77,753
+62,430
760
$1.73M ﹤0.01%
45,189
-201
761
$1.71M ﹤0.01%
38,900
+9,594
762
$1.7M ﹤0.01%
115,038
-6,844
763
$1.69M ﹤0.01%
93,946
-39,365
764
$1.68M ﹤0.01%
17,919
+2,953
765
$1.68M ﹤0.01%
51,742
-20,287
766
$1.68M ﹤0.01%
29,545
-134
767
$1.67M ﹤0.01%
23,391
-1,052
768
$1.67M ﹤0.01%
8,859
+980
769
$1.66M ﹤0.01%
14,230
-178
770
$1.66M ﹤0.01%
12,840
-1,076
771
$1.64M ﹤0.01%
23,077
-177,025
772
$1.62M ﹤0.01%
6,709
-153
773
$1.61M ﹤0.01%
20,357
+12,289
774
$1.61M ﹤0.01%
18,431
-1,093
775
$1.61M ﹤0.01%
4,398
-28
29 30
31
32 33