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
976
$433K ﹤0.01%
+34,502
977
$430K ﹤0.01%
25,308
-8,820
978
$430K ﹤0.01%
42,989
-15,282
979
$430K ﹤0.01%
78,739
-27,276
980
$424K ﹤0.01%
14,401
+9,210
981
$422K ﹤0.01%
6,546
-1,273
982
$422K ﹤0.01%
116,573
+12,097
983
$421K ﹤0.01%
8,171
-11,333
984
$420K ﹤0.01%
14,146
+2,514
985
$418K ﹤0.01%
11,555
-19
986
$417K ﹤0.01%
1,516
-71
987
$417K ﹤0.01%
6,664
-9,371
988
$414K ﹤0.01%
13,640
+781
989
$413K ﹤0.01%
79,852
+3,835
990
$411K ﹤0.01%
3,558
-133
991
$409K ﹤0.01%
15,210
+5,311
992
$407K ﹤0.01%
39,283
-14,212
993
$402K ﹤0.01%
7,957
+249
994
$397K ﹤0.01%
9,554
+37
995
$397K ﹤0.01%
9,945
+200
996
$396K ﹤0.01%
+9,690
997
$393K ﹤0.01%
53,950
-1,074
998
$393K ﹤0.01%
2,139
+185
999
$393K ﹤0.01%
2,915
+668
1000
$392K ﹤0.01%
20,176
-447
38 39
40
41 42