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
951
$359K ﹤0.01%
5,382
+567
952
$357K ﹤0.01%
+23,150
953
$355K ﹤0.01%
2,885
+538
954
$354K ﹤0.01%
3,373
+1,100
955
$353K ﹤0.01%
21,613
+8,233
956
$351K ﹤0.01%
19,875
+5,850
957
$350K ﹤0.01%
25,000
+8,500
958
$348K ﹤0.01%
+14,700
959
$347K ﹤0.01%
+7,350
960
$343K ﹤0.01%
4,948
+888
961
$343K ﹤0.01%
+9,364
962
$343K ﹤0.01%
2,490
+222
963
$343K ﹤0.01%
3,741
+625
964
$343K ﹤0.01%
+921
965
$339K ﹤0.01%
4,202
+341
966
$337K ﹤0.01%
+24,800
967
$335K ﹤0.01%
6,810
+3,150
968
$335K ﹤0.01%
9,658
+3,628
969
$334K ﹤0.01%
6,599
+1,000
970
$331K ﹤0.01%
22,182
+4,916
971
$329K ﹤0.01%
4,463
+292
972
$327K ﹤0.01%
+7,188
973
$326K ﹤0.01%
+8,000
974
$325K ﹤0.01%
+10,660
975
$321K ﹤0.01%
7,248
+3,859
37 38
39
40 41