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
951
$466K ﹤0.01%
75,029
-4,529
952
$464K ﹤0.01%
76,083
+3,383
953
$464K ﹤0.01%
97,035
-1,002
954
$463K ﹤0.01%
19,862
+3,812
955
$461K ﹤0.01%
62,473
+43,273
956
$460K ﹤0.01%
33,835
-163
957
$458K ﹤0.01%
47,690
-8
958
$455K ﹤0.01%
64,658
-22,934
959
$455K ﹤0.01%
40,953
-7,252
960
$454K ﹤0.01%
49,318
+35,369
961
$454K ﹤0.01%
73,158
-25,663
962
$454K ﹤0.01%
+27,495
963
$450K ﹤0.01%
1,276
+131
964
$449K ﹤0.01%
11,362
-50,894
965
$446K ﹤0.01%
13,819
+31
966
$445K ﹤0.01%
2,413
-79
967
$444K ﹤0.01%
+90,638
968
$440K ﹤0.01%
+63,537
969
$439K ﹤0.01%
30,383
-10,659
970
$438K ﹤0.01%
2,581
-140
971
$438K ﹤0.01%
17,178
-3,800
972
$437K ﹤0.01%
5,740
-7,208
973
$435K ﹤0.01%
45,332
-15,875
974
$435K ﹤0.01%
8,362
-5,892
975
$435K ﹤0.01%
2,549
+118
37 38
39
40 41