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
1076
$307K ﹤0.01%
+8,800
1077
$306K ﹤0.01%
122,258
+6,139
1078
$306K ﹤0.01%
20,330
1079
$305K ﹤0.01%
6,504
-54
1080
$305K ﹤0.01%
9,582
-7,051
1081
$303K ﹤0.01%
32,312
-259
1082
$303K ﹤0.01%
11,932
-629
1083
$303K ﹤0.01%
28,101
-1,270
1084
$300K ﹤0.01%
11,054
+1,172
1085
$300K ﹤0.01%
14,525
-839
1086
$299K ﹤0.01%
4,281
-314
1087
$298K ﹤0.01%
9,640
-3,224
1088
$298K ﹤0.01%
7,093
-68
1089
$298K ﹤0.01%
10,473
-2,429
1090
$298K ﹤0.01%
7,017
-35
1091
$297K ﹤0.01%
3,285
-144
1092
$297K ﹤0.01%
2,409
-142
1093
$296K ﹤0.01%
1,223
-81
1094
$295K ﹤0.01%
15,252
-47
1095
$294K ﹤0.01%
59,627
-431
1096
$294K ﹤0.01%
5,832
-27
1097
$293K ﹤0.01%
3,341
-173
1098
$293K ﹤0.01%
2,356
-151
1099
$292K ﹤0.01%
1,120
+72
1100
$292K ﹤0.01%
12,459
+5,493
42 43
44
45 46