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
876
$914K ﹤0.01%
22,618
-1,028
877
$911K ﹤0.01%
318,411
-52,213
878
$910K ﹤0.01%
3,188
-3,589
879
$907K ﹤0.01%
65,076
-31,538
880
$898K ﹤0.01%
+22,632
881
$892K ﹤0.01%
2,074
+390
882
$891K ﹤0.01%
23,356
+1,195
883
$891K ﹤0.01%
22,809
+4,775
884
$887K ﹤0.01%
5,679
+1,059
885
$882K ﹤0.01%
4,184
+263
886
$880K ﹤0.01%
3,217
+256
887
$879K ﹤0.01%
48,076
888
$868K ﹤0.01%
46,411
+8,380
889
$865K ﹤0.01%
431,885
+2,549
890
$862K ﹤0.01%
57,647
+9,336
891
$854K ﹤0.01%
10,315
-12,592
892
$849K ﹤0.01%
7,055
+3,821
893
$849K ﹤0.01%
339,376
+1,187
894
$848K ﹤0.01%
143,198
+511
895
$845K ﹤0.01%
34,130
-110,734
896
$840K ﹤0.01%
1,201
-280
897
$832K ﹤0.01%
4,511
-2,478
898
$829K ﹤0.01%
31,635
-24,716
899
$825K ﹤0.01%
28,009
+2,638
900
$823K ﹤0.01%
8,252
-3,504
34 35
36
37 38