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
951
$663K ﹤0.01%
6,160
+20
952
$663K ﹤0.01%
4,710
+960
953
$662K ﹤0.01%
+11,051
954
$653K ﹤0.01%
+9,010
955
$651K ﹤0.01%
+15,514
956
$650K ﹤0.01%
34,399
+21,962
957
$647K ﹤0.01%
31,632
+13,765
958
$642K ﹤0.01%
8,972
+1,166
959
$642K ﹤0.01%
18,998
-1,135,796
960
$638K ﹤0.01%
46,062
+6,217
961
$630K ﹤0.01%
8,502
-7,333
962
$630K ﹤0.01%
10,988
+2,718
963
$629K ﹤0.01%
104,156
+4,320
964
$629K ﹤0.01%
26,500
+1,500
965
$625K ﹤0.01%
14,129
-71
966
$617K ﹤0.01%
40,497
+866
967
$616K ﹤0.01%
362,511
968
$613K ﹤0.01%
+35,375
969
$613K ﹤0.01%
+17,716
970
$612K ﹤0.01%
14,149
+1,095
971
$610K ﹤0.01%
171,917
-112,516
972
$608K ﹤0.01%
29,115
-1,213
973
$607K ﹤0.01%
+17,895
974
$607K ﹤0.01%
8,622
-452
975
$600K ﹤0.01%
9,652
-172
37 38
39
40 41