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
1076
$160K ﹤0.01%
+10,750
1077
$149K ﹤0.01%
+57,702
1078
$148K ﹤0.01%
+47,050
1079
$130K ﹤0.01%
+11,591
1080
$129K ﹤0.01%
+19,119
1081
$119K ﹤0.01%
+16,500
1082
$110K ﹤0.01%
+1,102
1083
$105K ﹤0.01%
40,050
+22,650
1084
$103K ﹤0.01%
+130,129
1085
$103K ﹤0.01%
12,400
-11,000
1086
$102K ﹤0.01%
+12,110
1087
$100K ﹤0.01%
+26,350
1088
$89K ﹤0.01%
+15,000
1089
$88K ﹤0.01%
11,050
1090
$83K ﹤0.01%
+2,284
1091
$82K ﹤0.01%
3,352
+732
1092
$53K ﹤0.01%
+10,761
1093
$52K ﹤0.01%
31,300
-31,000
1094
$48K ﹤0.01%
+1,767
1095
$36K ﹤0.01%
+12,786
1096
– –
-64,000
1097
– –
-3,479
1098
– –
-8,534
1099
– –
-7,349
1100
– –
-14,500
42 43
44
45 46