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
901
$823K ﹤0.01%
1,538
-1
902
$820K ﹤0.01%
+61,784
903
$818K ﹤0.01%
4,620
+721
904
$809K ﹤0.01%
146,026
-149,044
905
$805K ﹤0.01%
1,096
+330
906
$803K ﹤0.01%
9,108
-1,390
907
$803K ﹤0.01%
11,438
-168,802
908
$798K ﹤0.01%
35,708
+3,263
909
$796K ﹤0.01%
2,576
-25
910
$792K ﹤0.01%
39,182
+3,850
911
$784K ﹤0.01%
14,264
-48,947
912
$774K ﹤0.01%
14,779
+4,393
913
$773K ﹤0.01%
27,863
+9,615
914
$769K ﹤0.01%
5,972
915
$768K ﹤0.01%
+22,895
916
$766K ﹤0.01%
11,848
+2,689
917
$766K ﹤0.01%
2,827
+368
918
$764K ﹤0.01%
68,340
+13,290
919
$763K ﹤0.01%
62,337
-16,342
920
$759K ﹤0.01%
62,769
-3,930
921
$748K ﹤0.01%
200,627
+126,706
922
$747K ﹤0.01%
152,783
+689
923
$747K ﹤0.01%
+1,813
924
$742K ﹤0.01%
8,916
-2,243
925
$729K ﹤0.01%
26,302
-2,550
35 36
37
38 39