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
1001
$527K ﹤0.01%
462,015
1002
$527K ﹤0.01%
4,885
+243
1003
$524K ﹤0.01%
+14,320
1004
$522K ﹤0.01%
57,821
-30,794
1005
$520K ﹤0.01%
29,215
-33,193
1006
$518K ﹤0.01%
3,818
+1,417
1007
$516K ﹤0.01%
25,922
+8,775
1008
$516K ﹤0.01%
1,679
-1,260
1009
$515K ﹤0.01%
6,387
-1,706
1010
$511K ﹤0.01%
+2,711
1011
$505K ﹤0.01%
10,357
-21,463
1012
$503K ﹤0.01%
8,838
-1,140
1013
$502K ﹤0.01%
11,739
-229
1014
$501K ﹤0.01%
3,758
+185
1015
$500K ﹤0.01%
6,503
1016
$499K ﹤0.01%
18,913
+446
1017
$499K ﹤0.01%
14,673
+2,205
1018
$498K ﹤0.01%
13,031
-25,704
1019
$497K ﹤0.01%
19,262
-6,375
1020
$497K ﹤0.01%
17,595
-9,051
1021
$495K ﹤0.01%
33,737
-7,289
1022
$494K ﹤0.01%
4,411
-3,841
1023
$493K ﹤0.01%
4,036
-1,843
1024
$493K ﹤0.01%
20,390
-72,302
1025
$491K ﹤0.01%
4,496
-5,209
39 40
41
42 43