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
76
$232M 0.35%
1,820,946
-718,326
77
$232M 0.35%
2,711,135
-8,705
78
$220M 0.33%
11,186,227
+562,663
79
$215M 0.32%
3,192,948
-346,528
80
$211M 0.31%
248,432
-57,026
81
$208M 0.31%
1,001,897
-142,506
82
$207M 0.31%
601,062
+181,599
83
$207M 0.31%
2,134,228
+91,301
84
$206M 0.31%
2,052,969
+813,744
85
$205M 0.3%
2,862,260
+216,044
86
$205M 0.3%
2,732,900
-108,728
87
$204M 0.3%
2,364,521
+325,906
88
$204M 0.3%
6,782,072
-65,417
89
$202M 0.3%
307,575
-18,785
90
$201M 0.3%
2,233,111
-17,743
91
$199M 0.3%
1,807,851
-260,929
92
$194M 0.29%
1,639,294
+25,233
93
$193M 0.29%
982,759
-127,074
94
$192M 0.29%
929,160
-2,637
95
$184M 0.27%
1,209,016
-691,288
96
$183M 0.27%
4,191,935
+471,126
97
$175M 0.26%
2,358,526
+341,046
98
$173M 0.26%
6,306,990
-407,779
99
$170M 0.25%
1,072,906
-693,048
100
$161M 0.24%
703,660
+119,952
2 3
4
5 6