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
976
$315K ﹤0.01%
+11,202
977
$312K ﹤0.01%
+7,095
978
$308K ﹤0.01%
5,253
+85
979
$307K ﹤0.01%
+3,455
980
$306K ﹤0.01%
3,988
+708
981
$306K ﹤0.01%
7,560
+1,310
982
$305K ﹤0.01%
80,000
983
$304K ﹤0.01%
6,177
-3,178
984
$304K ﹤0.01%
4,166
+746
985
$303K ﹤0.01%
5,382
+691
986
$303K ﹤0.01%
5,000
-6,200
987
$302K ﹤0.01%
3,010
+534
988
$299K ﹤0.01%
1,022
-965
989
$299K ﹤0.01%
5,206
+922
990
$299K ﹤0.01%
15,450
-102,210
991
$297K ﹤0.01%
2,360
+441
992
$297K ﹤0.01%
+4,277
993
$296K ﹤0.01%
120
+37
994
$296K ﹤0.01%
1,936
-333
995
$295K ﹤0.01%
+4,016
996
$293K ﹤0.01%
+37,724
997
$293K ﹤0.01%
65,500
-114,500
998
$292K ﹤0.01%
7,571
+868
999
$290K ﹤0.01%
4,483
+829
1000
$289K ﹤0.01%
+3,006
38 39
40
41 42