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
1051
$437K ﹤0.01%
+14,609
1052
$435K ﹤0.01%
4,352
-5,385
1053
$434K ﹤0.01%
28,008
+183
1054
$430K ﹤0.01%
+1,780
1055
$428K ﹤0.01%
12,884
1056
$427K ﹤0.01%
49,457
-10,109
1057
$427K ﹤0.01%
7,694
1058
$426K ﹤0.01%
+5,994
1059
$426K ﹤0.01%
5,550
-10,713
1060
$425K ﹤0.01%
+5,733
1061
$424K ﹤0.01%
7,694
-141
1062
$422K ﹤0.01%
36,070
+5,596
1063
$420K ﹤0.01%
+7,530
1064
$420K ﹤0.01%
10,934
+1,609
1065
$420K ﹤0.01%
11,469
+1,620
1066
$419K ﹤0.01%
3,391
+367
1067
$418K ﹤0.01%
1,523
+186
1068
$414K ﹤0.01%
7,049
-580
1069
$414K ﹤0.01%
2,086
-160
1070
$412K ﹤0.01%
3,333
+11
1071
$411K ﹤0.01%
+29,370
1072
$407K ﹤0.01%
17,735
+856
1073
$406K ﹤0.01%
4,055
-310
1074
$406K ﹤0.01%
12,387
-3,457
1075
$405K ﹤0.01%
+119,108
41 42
43
44 45