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
776
$900K ﹤0.01%
15,828
+7,378
777
$895K ﹤0.01%
38,434
+27,198
778
$883K ﹤0.01%
7,935
+2,617
779
$876K ﹤0.01%
6,031
+1,484
780
$876K ﹤0.01%
10,746
+2,068
781
$875K ﹤0.01%
313,508
-694,175
782
$874K ﹤0.01%
60,503
+30,403
783
$874K ﹤0.01%
148,162
+62,580
784
$872K ﹤0.01%
+21,994
785
$871K ﹤0.01%
23,202
+5,172
786
$863K ﹤0.01%
19,000
+900
787
$862K ﹤0.01%
18,975
788
$834K ﹤0.01%
+2,900
789
$828K ﹤0.01%
+17,060
790
$826K ﹤0.01%
17,100
+1,300
791
$826K ﹤0.01%
+55,300
792
$826K ﹤0.01%
14,655
+702
793
$823K ﹤0.01%
+18,215
794
$815K ﹤0.01%
5,087
+150
795
$810K ﹤0.01%
6,208
+2,749
796
$802K ﹤0.01%
213,895
+46,670
797
$801K ﹤0.01%
29,000
-191,145
798
$796K ﹤0.01%
24,163
+17,950
799
$796K ﹤0.01%
27,598
+6,957
800
$794K ﹤0.01%
54,327
+22,946
30 31
32
33 34