Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
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
+$198M
2
+$173M
3
+$142M
4
ISRG icon
Intuitive Surgical
ISRG
+$111M
5
BMO icon
Bank of Montreal
BMO
+$95.9M

Top Sells

1
+$404M
2
+$171M
3
+$115M
4
ADBE icon
Adobe
ADBE
+$103M
5
SU icon
Suncor Energy
SU
+$81.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.04%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$273K ﹤0.01%
3,972
-1,345
1127
$273K ﹤0.01%
5,143
-440
1128
$271K ﹤0.01%
1,425
+154
1129
$270K ﹤0.01%
+23,146
1130
$269K ﹤0.01%
3,934
-46
1131
$269K ﹤0.01%
8,040
-351
1132
$269K ﹤0.01%
+10,209
1133
$269K ﹤0.01%
10,376
-301
1134
$268K ﹤0.01%
1,704
-94
1135
$265K ﹤0.01%
13,564
-509
1136
$264K ﹤0.01%
15,998
-286,910
1137
$264K ﹤0.01%
6,039
+272
1138
$264K ﹤0.01%
9,528
+71
1139
$263K ﹤0.01%
2,881
+16
1140
$262K ﹤0.01%
5,410
-54,171
1141
$261K ﹤0.01%
9,837
+1,933
1142
$260K ﹤0.01%
2,244
-99
1143
$260K ﹤0.01%
2,628
-568
1144
$258K ﹤0.01%
4,569
-51
1145
$258K ﹤0.01%
6,751
-319
1146
$258K ﹤0.01%
1,159
+9
1147
$256K ﹤0.01%
10,952
-832
1148
$256K ﹤0.01%
2,966
-188
1149
$256K ﹤0.01%
9,120
-1,036
1150
$255K ﹤0.01%
+8,222
44 45
46
47 48