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
76
$183M 0.32%
3,274,400
+35,151
77
$183M 0.31%
937,517
-58,371
78
$178M 0.31%
3,765,322
-52,094
79
$178M 0.31%
1,147,804
-13,939
80
$177M 0.3%
654,122
-13,396
81
$174M 0.3%
3,040,960
+12,938
82
$173M 0.3%
2,153,877
-4,454
83
$172M 0.3%
3,988,038
-33,900
84
$171M 0.29%
1,773,200
-105,000
85
$170M 0.29%
1,662,600
-6,200
86
$167M 0.29%
153,790
-91
87
$163M 0.28%
3,666,440
-147,020
88
$162M 0.28%
2,895,415
+69,148
89
$159M 0.27%
1,599,488
-472,762
90
$157M 0.27%
2,228,128
+311
91
$154M 0.27%
1,326,133
+554,983
92
$152M 0.26%
1,210,335
-3,094
93
$152M 0.26%
2,618,964
-5,638
94
$151M 0.26%
6,203,771
-500,571
95
$151M 0.26%
1,206,793
-132,794
96
$148M 0.25%
2,425,519
+61,634
97
$147M 0.25%
2,947,808
-10,599
98
$144M 0.25%
2,198,966
-6,376
99
$142M 0.24%
1,046,482
+49,178
100
$140M 0.24%
710,825
-276,409
2 3
4
5 6