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
1001
$392K ﹤0.01%
5,429
-128
1002
$388K ﹤0.01%
+2,836
1003
$388K ﹤0.01%
333,182
+22,035
1004
$388K ﹤0.01%
+31,526
1005
$387K ﹤0.01%
4,891
+18
1006
$385K ﹤0.01%
4,686
+1,776
1007
$385K ﹤0.01%
5,475
-74
1008
$383K ﹤0.01%
19,841
1009
$383K ﹤0.01%
+57,917
1010
$383K ﹤0.01%
1,702
-102
1011
$382K ﹤0.01%
5,796
+1,561
1012
$379K ﹤0.01%
78,284
-373
1013
$378K ﹤0.01%
10,743
-145,906
1014
$376K ﹤0.01%
11,815
-404
1015
$375K ﹤0.01%
+10,900
1016
$374K ﹤0.01%
11,882
-519
1017
$374K ﹤0.01%
13,160
-1,156
1018
$372K ﹤0.01%
28,744
+17,933
1019
$372K ﹤0.01%
18,337
+1,900
1020
$371K ﹤0.01%
4,196
-166
1021
$370K ﹤0.01%
1,781
+58
1022
$367K ﹤0.01%
7,975
-111
1023
$366K ﹤0.01%
7,994
-426
1024
$366K ﹤0.01%
22,436
-7,898
1025
$366K ﹤0.01%
1,818
-9
39 40
41
42 43