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
1126
$334K ﹤0.01%
15,209
+3,081
1127
$333K ﹤0.01%
19,348
-351,358
1128
$333K ﹤0.01%
+17,647
1129
$333K ﹤0.01%
+31,640
1130
$332K ﹤0.01%
5,327
+710
1131
$331K ﹤0.01%
62,305
1132
$331K ﹤0.01%
18,083
+5,572
1133
$331K ﹤0.01%
2,911
-424
1134
$331K ﹤0.01%
1,342
-31
1135
$330K ﹤0.01%
6,533
1136
$330K ﹤0.01%
2,443
-1,220
1137
$328K ﹤0.01%
6,059
1138
$327K ﹤0.01%
15,034
+748
1139
$325K ﹤0.01%
6,780
1140
$325K ﹤0.01%
+11,278
1141
$324K ﹤0.01%
70,360
-38,381
1142
$324K ﹤0.01%
2,956
1143
$324K ﹤0.01%
5,471
+47
1144
$323K ﹤0.01%
19,900
-37,839
1145
$321K ﹤0.01%
11,334
1146
$319K ﹤0.01%
26,742
-1,574
1147
$318K ﹤0.01%
1,526
-217
1148
$318K ﹤0.01%
2,930
1149
$317K ﹤0.01%
+2,923
1150
$315K ﹤0.01%
4,118
-81
44 45
46
47 48