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
1026
$365K ﹤0.01%
36,141
-284,387
1027
$364K ﹤0.01%
56,587
+8,200
1028
$363K ﹤0.01%
83,840
+22,596
1029
$362K ﹤0.01%
+8,395
1030
$361K ﹤0.01%
+62,054
1031
$355K ﹤0.01%
7,220
-440
1032
$355K ﹤0.01%
10,100
-52
1033
$353K ﹤0.01%
2,352
+241
1034
$353K ﹤0.01%
5,749
-76
1035
$351K ﹤0.01%
853
+20
1036
$349K ﹤0.01%
4,384
+724
1037
$348K ﹤0.01%
5,144
-343
1038
$345K ﹤0.01%
8,058
+1,501
1039
$345K ﹤0.01%
2,597
-1,326
1040
$343K ﹤0.01%
1,344
-57
1041
$342K ﹤0.01%
+21,825
1042
$342K ﹤0.01%
8,187
-422
1043
$341K ﹤0.01%
7,543
-605
1044
$341K ﹤0.01%
1,820
-887
1045
$340K ﹤0.01%
+16,989
1046
$340K ﹤0.01%
5,951
1047
$337K ﹤0.01%
3,218
+25
1048
$337K ﹤0.01%
4,330
+47
1049
$334K ﹤0.01%
9,322
+1,482
1050
$334K ﹤0.01%
24,626
-80,991
40 41
42
43 44