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
1051
$333K ﹤0.01%
1,751
-84
1052
$332K ﹤0.01%
9,877
-390
1053
$330K ﹤0.01%
4,244
-73
1054
$330K ﹤0.01%
5,106
-110,707
1055
$330K ﹤0.01%
8,911
-71
1056
$329K ﹤0.01%
17,800
-421,165
1057
$329K ﹤0.01%
67,946
+2,251
1058
$327K ﹤0.01%
7,889
-501
1059
$326K ﹤0.01%
3,456
-13,386
1060
$325K ﹤0.01%
19,413
-1,311
1061
$325K ﹤0.01%
24,842
-294
1062
$324K ﹤0.01%
3,411
+62
1063
$323K ﹤0.01%
7,659
-215
1064
$323K ﹤0.01%
1,522
+2
1065
$321K ﹤0.01%
4,256
-184
1066
$321K ﹤0.01%
98,405
+2,820
1067
$321K ﹤0.01%
10,469
-704
1068
$319K ﹤0.01%
+36,462
1069
$317K ﹤0.01%
3,896
-234
1070
$317K ﹤0.01%
1,939
-98
1071
$316K ﹤0.01%
10,458
-486
1072
$315K ﹤0.01%
19,137
-1,367
1073
$315K ﹤0.01%
3,882
-70
1074
$314K ﹤0.01%
60,926
-1,150
1075
$309K ﹤0.01%
4,562
-223
41 42
43
44 45