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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$281K ﹤0.01%
18,000
-65,500
952
$273K ﹤0.01%
34,730
-3,500
953
$272K ﹤0.01%
+4,642
954
$270K ﹤0.01%
3,773
+20
955
$268K ﹤0.01%
+1,927
956
$268K ﹤0.01%
1,300
-100
957
$265K ﹤0.01%
+50,744
958
$265K ﹤0.01%
+5,699
959
$263K ﹤0.01%
+3,605
960
$262K ﹤0.01%
10,797
-24,757
961
$262K ﹤0.01%
787
+41
962
$262K ﹤0.01%
7,390
-18,763
963
$262K ﹤0.01%
+2,954
964
$261K ﹤0.01%
1,615
-372
965
$261K ﹤0.01%
+4,252
966
$261K ﹤0.01%
10,450
-3,850
967
$259K ﹤0.01%
2,037
-100
968
$258K ﹤0.01%
3,100
-2,200
969
$258K ﹤0.01%
+87,328
970
$255K ﹤0.01%
+9,793
971
$251K ﹤0.01%
+8,463
972
$246K ﹤0.01%
12,849
+137
973
$245K ﹤0.01%
+5,128
974
$243K ﹤0.01%
18,839
-17,011
975
$242K ﹤0.01%
+3,842
37 38
39
40 41