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
901
$575K ﹤0.01%
12,482
-109
902
$575K ﹤0.01%
454,345
+4,345
903
$572K ﹤0.01%
26,586
-5,671
904
$565K ﹤0.01%
+4,275
905
$564K ﹤0.01%
119,715
+4,611
906
$559K ﹤0.01%
7,230
-26,127
907
$558K ﹤0.01%
11,277
-2,885
908
$553K ﹤0.01%
33,812
-805
909
$546K ﹤0.01%
26,303
-3,926
910
$545K ﹤0.01%
1,312
+42
911
$543K ﹤0.01%
6,024
-958
912
$540K ﹤0.01%
159,297
-40,091
913
$537K ﹤0.01%
+6,528
914
$536K ﹤0.01%
18,482
+2,429
915
$536K ﹤0.01%
639
-140
916
$534K ﹤0.01%
25,439
-8,946
917
$534K ﹤0.01%
9,464
-6,505
918
$532K ﹤0.01%
2,029
-180
919
$529K ﹤0.01%
30,776
-10,662
920
$527K ﹤0.01%
6,351
-212
921
$524K ﹤0.01%
43,301
-7,661
922
$517K ﹤0.01%
75,872
923
$517K ﹤0.01%
+1,589
924
$513K ﹤0.01%
6,326
+762
925
$512K ﹤0.01%
29,759
-1,089
35 36
37
38 39