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
901
$456K ﹤0.01%
+18,700
902
$456K ﹤0.01%
10,151
-1,528
903
$455K ﹤0.01%
4,438
+1,519
904
$453K ﹤0.01%
3,197
-47
905
$453K ﹤0.01%
33,693
-7,136
906
$450K ﹤0.01%
23,160
+35
907
$450K ﹤0.01%
+3,024
908
$450K ﹤0.01%
27,706
-791
909
$449K ﹤0.01%
7,563
-225,956
910
$449K ﹤0.01%
16,096
-873
911
$448K ﹤0.01%
4,028
+1,112
912
$448K ﹤0.01%
21,125
+3,881
913
$447K ﹤0.01%
12,200
+207
914
$444K ﹤0.01%
+15,900
915
$436K ﹤0.01%
4,597
+448
916
$435K ﹤0.01%
+61,850
917
$432K ﹤0.01%
2,419
+1,182
918
$432K ﹤0.01%
7,833
+1,084
919
$428K ﹤0.01%
19,000
+8,450
920
$427K ﹤0.01%
+50,100
921
$424K ﹤0.01%
14,700
+6,600
922
$423K ﹤0.01%
59,440
+25,106
923
$418K ﹤0.01%
+10,000
924
$417K ﹤0.01%
69,744
+29,458
925
$416K ﹤0.01%
445
35 36
37
38 39