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
801
$1.37M ﹤0.01%
254,678
+2,155
802
$1.37M ﹤0.01%
20,403
-7,849
803
$1.35M ﹤0.01%
+49,107
804
$1.34M ﹤0.01%
+64,357
805
$1.34M ﹤0.01%
4,397
-91
806
$1.33M ﹤0.01%
8,338
-38,336
807
$1.33M ﹤0.01%
63,581
-806
808
$1.32M ﹤0.01%
67,604
+1,528
809
$1.31M ﹤0.01%
23,004
+3,680
810
$1.3M ﹤0.01%
2,595
+195
811
$1.3M ﹤0.01%
12,880
+4,930
812
$1.29M ﹤0.01%
6,403
-364
813
$1.29M ﹤0.01%
10,749
-489
814
$1.29M ﹤0.01%
11,218
+934
815
$1.28M ﹤0.01%
12,179
+410
816
$1.27M ﹤0.01%
45,782
+3,070
817
$1.25M ﹤0.01%
21,764
+5,924
818
$1.25M ﹤0.01%
15,571
+11,236
819
$1.25M ﹤0.01%
21,085
-32,825
820
$1.23M ﹤0.01%
9,127
+381
821
$1.22M ﹤0.01%
9,330
+5,070
822
$1.21M ﹤0.01%
+16,474
823
$1.19M ﹤0.01%
29,109
+23,294
824
$1.17M ﹤0.01%
4,478
-218
825
$1.17M ﹤0.01%
13,313
+3,872
31 32
33
34 35