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
1076
$396K ﹤0.01%
22,524
-371,750
1077
$395K ﹤0.01%
153,189
+61,624
1078
$394K ﹤0.01%
19,268
-615
1079
$392K ﹤0.01%
10,765
-254
1080
$392K ﹤0.01%
24,264
1081
$391K ﹤0.01%
14,435
+1,215
1082
$389K ﹤0.01%
4,742
-2,400
1083
$386K ﹤0.01%
+750
1084
$386K ﹤0.01%
+7,731
1085
$382K ﹤0.01%
8,769
1086
$380K ﹤0.01%
29,404
-32,672
1087
$379K ﹤0.01%
120
-80
1088
$378K ﹤0.01%
5,213
+400
1089
$376K ﹤0.01%
11,667
-1,097
1090
$376K ﹤0.01%
2,642
+8
1091
$374K ﹤0.01%
5,451
+970
1092
$372K ﹤0.01%
26,775
-2,484
1093
$371K ﹤0.01%
+10,845
1094
$369K ﹤0.01%
9,434
-12,498
1095
$363K ﹤0.01%
+10,236
1096
$362K ﹤0.01%
7,730
-23,621
1097
$362K ﹤0.01%
3,465
-136
1098
$362K ﹤0.01%
26,888
+11,549
1099
$361K ﹤0.01%
2,342
+446
1100
$358K ﹤0.01%
4,807
+770
42 43
44
45 46