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
1026
$489K ﹤0.01%
12,008
-8,204
1027
$487K ﹤0.01%
11,535
+2,325
1028
$484K ﹤0.01%
22,141
+8,710
1029
$477K ﹤0.01%
3,444
-1,226
1030
$477K ﹤0.01%
1,981
+371
1031
$476K ﹤0.01%
19,999
+662
1032
$475K ﹤0.01%
25,000
+10,800
1033
$474K ﹤0.01%
8,298
1034
$471K ﹤0.01%
122,836
+584
1035
$468K ﹤0.01%
+25,042
1036
$465K ﹤0.01%
5,575
+2,846
1037
$462K ﹤0.01%
12,628
-2,350
1038
$462K ﹤0.01%
+9,603
1039
$462K ﹤0.01%
2,379
1040
$458K ﹤0.01%
22,684
-650
1041
$457K ﹤0.01%
+9,296
1042
$454K ﹤0.01%
+18,097
1043
$454K ﹤0.01%
+3,243
1044
$453K ﹤0.01%
2,689
-2,330
1045
$450K ﹤0.01%
10,390
-1,443
1046
$448K ﹤0.01%
10,640
+1,381
1047
$447K ﹤0.01%
9,932
+3,307
1048
$446K ﹤0.01%
6,084
-161
1049
$444K ﹤0.01%
+15,536
1050
$442K ﹤0.01%
10,647
+86
40 41
42
43 44