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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$151K ﹤0.01%
+13,143
1002
$150K ﹤0.01%
+23,000
1003
$150K ﹤0.01%
+10,300
1004
$149K ﹤0.01%
+4,700
1005
$141K ﹤0.01%
11,975
-255
1006
$132K ﹤0.01%
10,843
-4,606
1007
$127K ﹤0.01%
4,127
-2,688
1008
$120K ﹤0.01%
10,794
-3,888
1009
$118K ﹤0.01%
55,014
+13,774
1010
$113K ﹤0.01%
1,362
+70
1011
$97K ﹤0.01%
35,454
-738
1012
$88K ﹤0.01%
17,408
+262
1013
$80K ﹤0.01%
+4,220
1014
$70K ﹤0.01%
21,247
-2,163
1015
$68K ﹤0.01%
+2,149
1016
$67K ﹤0.01%
15,600
1017
$65K ﹤0.01%
14,565
-4,067
1018
$64K ﹤0.01%
28,900
+5,900
1019
$63K ﹤0.01%
+29,600
1020
$56K ﹤0.01%
20,400
-12,000
1021
$53K ﹤0.01%
12,100
-4,000
1022
$48K ﹤0.01%
11,500
1023
$47K ﹤0.01%
10,100
-287,146
1024
$47K ﹤0.01%
14,819
-931
1025
$46K ﹤0.01%
904
-64
39 40
41
42 43