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
1001
$287K ﹤0.01%
440
+75
1002
$285K ﹤0.01%
21,271
+4,635
1003
$283K ﹤0.01%
9,486
+1,139
1004
$281K ﹤0.01%
4,253
-200
1005
$280K ﹤0.01%
3,545
+47
1006
$280K ﹤0.01%
2,211
+382
1007
$279K ﹤0.01%
880
+37
1008
$277K ﹤0.01%
8,032
+1,427
1009
$276K ﹤0.01%
5,509
+1,012
1010
$275K ﹤0.01%
+2,227
1011
$274K ﹤0.01%
+2,407
1012
$274K ﹤0.01%
255
+44
1013
$269K ﹤0.01%
1,315
+49
1014
$267K ﹤0.01%
2,611
+8
1015
$265K ﹤0.01%
+1,724
1016
$264K ﹤0.01%
5,110
-2,611
1017
$261K ﹤0.01%
2,763
+470
1018
$260K ﹤0.01%
1,867
-2,594
1019
$255K ﹤0.01%
+10,350
1020
$254K ﹤0.01%
29,639
1021
$252K ﹤0.01%
+8,753
1022
$251K ﹤0.01%
+2,771
1023
$249K ﹤0.01%
1,548
+39
1024
$248K ﹤0.01%
5,357
-583,408
1025
$246K ﹤0.01%
9,050
+1,700
39 40
41
42 43