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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$222K ﹤0.01%
+9,061
1052
$220K ﹤0.01%
+15,148
1053
$219K ﹤0.01%
4,850
-530
1054
$218K ﹤0.01%
11,700
-209,560
1055
$217K ﹤0.01%
+6,715
1056
$215K ﹤0.01%
2,379
-2,468
1057
$212K ﹤0.01%
+1,914
1058
$212K ﹤0.01%
+3,081
1059
$211K ﹤0.01%
+2,998
1060
$209K ﹤0.01%
+2,414
1061
$208K ﹤0.01%
+3,771
1062
$208K ﹤0.01%
15,002
1063
$205K ﹤0.01%
+1,307
1064
$205K ﹤0.01%
+4,150
1065
$204K ﹤0.01%
3,548
-512
1066
$203K ﹤0.01%
1,536
-569
1067
$203K ﹤0.01%
+15,700
1068
$201K ﹤0.01%
+4,761
1069
$192K ﹤0.01%
22,607
-26,400
1070
$191K ﹤0.01%
+11,156
1071
$187K ﹤0.01%
+11,950
1072
$183K ﹤0.01%
12,855
-4,520
1073
$177K ﹤0.01%
+47,586
1074
$170K ﹤0.01%
36,778
+8,024
1075
$165K ﹤0.01%
+15,351
41 42
43
44 45