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
1026
$44K ﹤0.01%
3,650
1027
$43K ﹤0.01%
3,433
1028
$42K ﹤0.01%
1,210
1029
$37K ﹤0.01%
52,913
1030
$36K ﹤0.01%
4,550
-328
1031
$33K ﹤0.01%
12,200
1032
$32K ﹤0.01%
24,605
1033
$17K ﹤0.01%
51,754
-780,035
1034
– –
-39,900
1035
– –
-23,369
1036
– –
-50,328
1037
– –
-20,800
1038
– –
-28,634
1039
– –
-3,632
1040
– –
-16,845
1041
– –
-1,202
1042
– –
-19,717
1043
– –
-7,220
1044
– –
-22,550
1045
– –
-86,451
1046
– –
-194,250
1047
– –
-265,900
1048
– –
-10,600
1049
– –
-19,300
1050
– –
-10,900
40 41
42
43 44