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
801
$793K ﹤0.01%
13,465
-9,740
802
$791K ﹤0.01%
12,659
+1,494
803
$790K ﹤0.01%
26,867
+5,862
804
$789K ﹤0.01%
+3,929
805
$788K ﹤0.01%
+10,910
806
$782K ﹤0.01%
96,843
+40,904
807
$774K ﹤0.01%
21,901
-129,369
808
$766K ﹤0.01%
17,832
+3,782
809
$753K ﹤0.01%
37,401
-701,534
810
$744K ﹤0.01%
2,282
+472
811
$742K ﹤0.01%
379,656
-18,933
812
$740K ﹤0.01%
14,500
+10,500
813
$736K ﹤0.01%
65,197
-13,808
814
$733K ﹤0.01%
7,481
+3,859
815
$731K ﹤0.01%
41,274
+12,876
816
$713K ﹤0.01%
13,990
+1,343
817
$711K ﹤0.01%
5,785
+2,951
818
$696K ﹤0.01%
113,202
819
$694K ﹤0.01%
100,300
+37,300
820
$692K ﹤0.01%
7,370
+3,849
821
$692K ﹤0.01%
5,177
+1,013
822
$687K ﹤0.01%
13,485
+3,364
823
$685K ﹤0.01%
7,142
+2,643
824
$677K ﹤0.01%
15,980
825
$676K ﹤0.01%
20,165
+4,615
31 32
33
34 35