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
801
$1.1M ﹤0.01%
32,384
+20,094
802
$1.08M ﹤0.01%
19,316
-76,928
803
$1.08M ﹤0.01%
1,213,117
-27,036
804
$1.06M ﹤0.01%
19,228
-5,733
805
$1.06M ﹤0.01%
46,241
+12
806
$1.06M ﹤0.01%
66,776
+1,949
807
$1.06M ﹤0.01%
19,752
-32,469
808
$1.05M ﹤0.01%
57,311
-575
809
$1.05M ﹤0.01%
25,228
-649
810
$1.05M ﹤0.01%
23,867
-17,696
811
$1.04M ﹤0.01%
12,122
-7,332
812
$1.04M ﹤0.01%
84,133
-20,106
813
$1.03M ﹤0.01%
135,364
-208,087
814
$1.03M ﹤0.01%
41,634
-41
815
$1.03M ﹤0.01%
1,919
-149
816
$1.03M ﹤0.01%
6,578
-806
817
$1.02M ﹤0.01%
59,957
+19,019
818
$1.02M ﹤0.01%
+40,142
819
$1.01M ﹤0.01%
19,082
+684
820
$986K ﹤0.01%
4,298
-1,866
821
$980K ﹤0.01%
78,409
-36,556
822
$979K ﹤0.01%
27,100
-400
823
$968K ﹤0.01%
117,030
-186,802
824
$949K ﹤0.01%
10,845
+258
825
$949K ﹤0.01%
29,095
+18,791
31 32
33
34 35