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
76
$152M 0.37%
1,799,639
-330,022
77
$151M 0.37%
2,308,621
+764,139
78
$149M 0.36%
3,925,453
-608,708
79
$146M 0.36%
2,832,252
+320,098
80
$146M 0.35%
1,995,898
+1,984,315
81
$143M 0.35%
733,022
+36,277
82
$137M 0.33%
1,397,013
+309,049
83
$137M 0.33%
2,630,257
-7,649,644
84
$136M 0.33%
3,263,063
-1,676,561
85
$135M 0.33%
2,783,714
-253,025
86
$135M 0.33%
864,514
+652,276
87
$134M 0.33%
1,627,681
+8,838
88
$133M 0.32%
1,620,229
+1,367,024
89
$130M 0.32%
4,543,440
-98,121
90
$125M 0.3%
3,072,569
-880,866
91
$123M 0.3%
3,522,940
-838,703
92
$123M 0.3%
2,040,019
-435,135
93
$121M 0.3%
1,005,758
+85,251
94
$120M 0.29%
704,424
+97,082
95
$118M 0.29%
1,788,706
+234,292
96
$117M 0.28%
565,776
+400,353
97
$117M 0.28%
329,975
+295,060
98
$116M 0.28%
1,103,452
+111,943
99
$116M 0.28%
1,627,085
+120,200
100
$113M 0.28%
5,035,555
+4,827,058
2 3
4
5 6