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
1151
– –
-14,235
1152
– –
-31,745
1153
– –
-42,418
1154
– –
-25,286
1155
– –
0
1156
– –
-24,211
1157
– –
-42,604
1158
– –
-38,700
1159
– –
-323,986
1160
– –
-22,750
1161
– –
-585,263
1162
– –
-125,046
1163
– –
-180,000
1164
– –
-21,600
1165
– –
-26,650
1166
– –
-18,487
1167
– –
-10,328,666
1168
– –
-24,466
1169
– –
-1,047,222
1170
– –
-229,920
1171
– –
-59,499
1172
– –
-12,451
1173
– –
-2,467
1174
– –
-6,008
1175
– –
-10,800
44 45 46
47
48