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
851
$809K ﹤0.01%
19,409
-5,765
852
$800K ﹤0.01%
9,686
+1,772
853
$799K ﹤0.01%
5,110
+77
854
$799K ﹤0.01%
13,568
+9,678
855
$794K ﹤0.01%
40,506
-13
856
$786K ﹤0.01%
11,902
-38,659
857
$786K ﹤0.01%
18,700
+211
858
$775K ﹤0.01%
+73,530
859
$772K ﹤0.01%
56,317
+36,607
860
$766K ﹤0.01%
17,996
+4,879
861
$747K ﹤0.01%
83,999
+21,314
862
$740K ﹤0.01%
17,043
+284
863
$739K ﹤0.01%
+23,786
864
$738K ﹤0.01%
+35,411
865
$719K ﹤0.01%
6,600
-50,739
866
$713K ﹤0.01%
7,889
+133
867
$712K ﹤0.01%
55,512
-476
868
$702K ﹤0.01%
16,494
+3,259
869
$698K ﹤0.01%
20,113
+109
870
$692K ﹤0.01%
26,568
-251
871
$686K ﹤0.01%
17,065
-2,079
872
$682K ﹤0.01%
4,895
-215
873
$681K ﹤0.01%
83,725
-2,190
874
$681K ﹤0.01%
8,706
-3,964
875
$668K ﹤0.01%
8,731
+313
33 34
35
36 37