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
926
$725K ﹤0.01%
5,319
-208
927
$724K ﹤0.01%
+23,440
928
$718K ﹤0.01%
32,341
+2,336
929
$716K ﹤0.01%
8,850
-29,460
930
$711K ﹤0.01%
4,998
-30
931
$709K ﹤0.01%
11,037
932
$708K ﹤0.01%
6,858
-1,110
933
$706K ﹤0.01%
45,824
+30,598
934
$703K ﹤0.01%
+68,561
935
$701K ﹤0.01%
47,949
+10,650
936
$688K ﹤0.01%
42,318
-52,800
937
$687K ﹤0.01%
20,373
+4,174
938
$685K ﹤0.01%
12,448
-950
939
$685K ﹤0.01%
22,017
-13,946
940
$684K ﹤0.01%
7,442
+3,885
941
$683K ﹤0.01%
5,728
+333
942
$683K ﹤0.01%
3,722
+2,010
943
$679K ﹤0.01%
3,092
+544
944
$678K ﹤0.01%
171,584
+106,182
945
$675K ﹤0.01%
52,087
-12,503
946
$669K ﹤0.01%
9,518
-51,798
947
$669K ﹤0.01%
6,247
-2,156
948
$667K ﹤0.01%
55,334
949
$665K ﹤0.01%
34,783
+27,650
950
$664K ﹤0.01%
122,013
+568
36 37
38
39 40