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
851
$1.02M ﹤0.01%
24,465
-248
852
$1M ﹤0.01%
12,530
-56
853
$989K ﹤0.01%
10,547
+1,230
854
$984K ﹤0.01%
7,265
+197
855
$980K ﹤0.01%
101,885
-13,356
856
$978K ﹤0.01%
21,724
-6,137
857
$974K ﹤0.01%
2,265
+176
858
$971K ﹤0.01%
+24,993
859
$969K ﹤0.01%
46,740
+11,978
860
$967K ﹤0.01%
15,214
+2,140
861
$959K ﹤0.01%
3,056
+760
862
$956K ﹤0.01%
25,657
-615
863
$950K ﹤0.01%
5,514
-58
864
$949K ﹤0.01%
25,509
-2,069
865
$947K ﹤0.01%
56,940
-15,548
866
$944K ﹤0.01%
21,848
+1,965
867
$939K ﹤0.01%
43,938
+217
868
$937K ﹤0.01%
11,533
+1,713
869
$936K ﹤0.01%
43,740
-4,154
870
$936K ﹤0.01%
10,621
+1,180
871
$932K ﹤0.01%
6,319
-11,927
872
$927K ﹤0.01%
40,545
-9,737
873
$927K ﹤0.01%
+6,566
874
$921K ﹤0.01%
10,646
+5,070
875
$918K ﹤0.01%
9,606
-50
33 34
35
36 37