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
1101
$356K ﹤0.01%
9,050
+286
1102
$356K ﹤0.01%
3,017
-134,140
1103
$356K ﹤0.01%
4,212
+215
1104
$353K ﹤0.01%
3,117
+718
1105
$352K ﹤0.01%
3,299
-29,211
1106
$350K ﹤0.01%
15,693
1107
$348K ﹤0.01%
8,323
-420
1108
$348K ﹤0.01%
3,848
-4,452
1109
$348K ﹤0.01%
8,232
+248
1110
$347K ﹤0.01%
3,701
1111
$346K ﹤0.01%
+7,243
1112
$345K ﹤0.01%
34,489
+11,280
1113
$345K ﹤0.01%
3,952
+43
1114
$345K ﹤0.01%
11,456
-23,983
1115
$340K ﹤0.01%
+4,951
1116
$339K ﹤0.01%
7,753
+3,356
1117
$339K ﹤0.01%
19,714
+1,536
1118
$339K ﹤0.01%
+9,884
1119
$338K ﹤0.01%
2,368
1120
$337K ﹤0.01%
4,919
-2,407
1121
$336K ﹤0.01%
2,842
1122
$336K ﹤0.01%
5,968
-131
1123
$335K ﹤0.01%
3,379
1124
$335K ﹤0.01%
1,798
-7
1125
$335K ﹤0.01%
22,399
+981
43 44
45
46 47