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
1101
$292K ﹤0.01%
9,500
-120
1102
$291K ﹤0.01%
6,772
-42,626
1103
$291K ﹤0.01%
8,138
-1,025
1104
$290K ﹤0.01%
+9,257
1105
$289K ﹤0.01%
+15,788
1106
$289K ﹤0.01%
3,352
-114
1107
$286K ﹤0.01%
12,311
-314
1108
$284K ﹤0.01%
4,377
+25
1109
$284K ﹤0.01%
12,137
+1,759
1110
$283K ﹤0.01%
45,484
-5,684
1111
$282K ﹤0.01%
78,240
-384
1112
$281K ﹤0.01%
3,413
-85
1113
$280K ﹤0.01%
+10,931
1114
$280K ﹤0.01%
34,669
1115
$279K ﹤0.01%
3,324
-163
1116
$278K ﹤0.01%
2,704
-142
1117
$277K ﹤0.01%
12,303
-649
1118
$277K ﹤0.01%
6,456
-232
1119
$277K ﹤0.01%
+4,061
1120
$276K ﹤0.01%
7,789
-210
1121
$276K ﹤0.01%
6,735
-1,474
1122
$276K ﹤0.01%
5,941
-50,989
1123
$275K ﹤0.01%
7,114
-304
1124
$275K ﹤0.01%
4,922
-264
1125
$274K ﹤0.01%
2,815
+355
43 44
45
46 47