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
826
$673K ﹤0.01%
6,049
+3,890
827
$662K ﹤0.01%
3,965
-4,853
828
$662K ﹤0.01%
12,833
-36,158
829
$659K ﹤0.01%
14,753
+581
830
$659K ﹤0.01%
10,531
+222
831
$656K ﹤0.01%
5,047
-233
832
$652K ﹤0.01%
41,261
-8,739
833
$637K ﹤0.01%
27,495
+2,085
834
$632K ﹤0.01%
6,406
+929
835
$622K ﹤0.01%
20,235
+8,375
836
$609K ﹤0.01%
1,508
+225
837
$609K ﹤0.01%
11,208
+4,056
838
$601K ﹤0.01%
8,172
+4,581
839
$600K ﹤0.01%
8,284
+1,790
840
$594K ﹤0.01%
7,925
+1,495
841
$594K ﹤0.01%
41,735
+17,628
842
$593K ﹤0.01%
21,429
+7,513
843
$593K ﹤0.01%
1,371
+343
844
$593K ﹤0.01%
+35,000
845
$593K ﹤0.01%
+52,500
846
$589K ﹤0.01%
+16,250
847
$589K ﹤0.01%
22,864
+7,848
848
$589K ﹤0.01%
5,179
+1,078
849
$586K ﹤0.01%
+9,231
850
$584K ﹤0.01%
20,026
+976
32 33
34
35 36