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
1101
– –
-14,655
1102
– –
-133,800
1103
– –
-321,000
1104
– –
-19,500
1105
– –
-68,776
1106
– –
-67,319
1107
– –
-119,689
1108
– –
-5,754
1109
– –
-87,000
1110
– –
-8,630
1111
– –
-24,499
1112
– –
-386,922
1113
– –
0
1114
– –
-19,457
1115
– –
-225,983
1116
– –
-8,520
1117
– –
-4,923
1118
– –
-6,300
1119
– –
-6,627
1120
– –
-422,900
1121
– –
-127,643
1122
– –
-7,534
1123
– –
-13,100
1124
– –
-33,917
1125
– –
-5,587
43 44
45
46 47