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
851
$574K ﹤0.01%
+3,555
852
$567K ﹤0.01%
7,700
+1,500
853
$562K ﹤0.01%
33,583
+12,503
854
$561K ﹤0.01%
+9,396
855
$558K ﹤0.01%
3,068
-157,519
856
$554K ﹤0.01%
18,984
+8,753
857
$554K ﹤0.01%
28,970
+6,321
858
$553K ﹤0.01%
6,687
+1,487
859
$551K ﹤0.01%
22,485
-45,482
860
$548K ﹤0.01%
16,288
+3,239
861
$545K ﹤0.01%
48,070
+2,852
862
$545K ﹤0.01%
14,078
+5,461
863
$541K ﹤0.01%
14,063
+1,762
864
$535K ﹤0.01%
18,553
-3,929
865
$533K ﹤0.01%
9,093
+4,657
866
$531K ﹤0.01%
6,039
+1,125
867
$530K ﹤0.01%
3,347
+533
868
$526K ﹤0.01%
13,100
+400
869
$525K ﹤0.01%
938,373
870
$523K ﹤0.01%
61,683
+48,683
871
$519K ﹤0.01%
6,793
+2,869
872
$518K ﹤0.01%
+13,943
873
$518K ﹤0.01%
15,751
-395
874
$517K ﹤0.01%
28,032
-42,022
875
$516K ﹤0.01%
6,523
+2,839
33 34
35
36 37