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
976
$596K ﹤0.01%
+6,867
977
$592K ﹤0.01%
+9,986
978
$591K ﹤0.01%
7,272
-43,280
979
$589K ﹤0.01%
3,314
-240
980
$585K ﹤0.01%
+5,512
981
$579K ﹤0.01%
11,938
-5,827
982
$575K ﹤0.01%
+51,780
983
$575K ﹤0.01%
45,996
+13,225
984
$575K ﹤0.01%
29,330
-6,551
985
$573K ﹤0.01%
29,313
+10,930
986
$572K ﹤0.01%
6,842
987
$572K ﹤0.01%
8,954
+91
988
$572K ﹤0.01%
8,533
989
$560K ﹤0.01%
12,190
-6,560
990
$558K ﹤0.01%
15,623
+1,891
991
$554K ﹤0.01%
22,356
+8,392
992
$552K ﹤0.01%
+35,866
993
$548K ﹤0.01%
90,401
+211
994
$548K ﹤0.01%
2,220
-1,660
995
$541K ﹤0.01%
+5,229
996
$541K ﹤0.01%
18,690
-12,010
997
$538K ﹤0.01%
4,397
-390
998
$538K ﹤0.01%
11,220
999
$533K ﹤0.01%
+11,954
1000
$530K ﹤0.01%
12,878
-14,997
38 39
40
41 42