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
826
$930K ﹤0.01%
95,000
827
$930K ﹤0.01%
12,360
+974
828
$928K ﹤0.01%
15,340
-2,511
829
$925K ﹤0.01%
4,593
-932
830
$924K ﹤0.01%
+27,135
831
$922K ﹤0.01%
4,218
-57
832
$914K ﹤0.01%
12,636
-399
833
$910K ﹤0.01%
6,264
+3,440
834
$907K ﹤0.01%
32,583
-68,817
835
$905K ﹤0.01%
19,374
-398,004
836
$904K ﹤0.01%
8,257
+265
837
$897K ﹤0.01%
8,994
-1,119
838
$892K ﹤0.01%
28,154
+1,697
839
$890K ﹤0.01%
17,848
-96
840
$876K ﹤0.01%
6,965
+180
841
$876K ﹤0.01%
+38,035
842
$874K ﹤0.01%
2,747
-214
843
$852K ﹤0.01%
+64,668
844
$852K ﹤0.01%
12,322
-2,874
845
$841K ﹤0.01%
15,801
-1,612
846
$827K ﹤0.01%
55,075
-8,311
847
$826K ﹤0.01%
7,354
+70
848
$821K ﹤0.01%
26,219
-84
849
$820K ﹤0.01%
13,658
+8,403
850
$810K ﹤0.01%
7,241
-286
32 33
34
35 36