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
1151
$254K ﹤0.01%
+9,376
1152
$254K ﹤0.01%
9,632
+180
1153
$254K ﹤0.01%
4,179
-38
1154
$253K ﹤0.01%
96,029
+8,093
1155
$253K ﹤0.01%
1,503
-26
1156
$252K ﹤0.01%
7,499
-348
1157
$251K ﹤0.01%
64,948
-20,811
1158
$250K ﹤0.01%
2,878
-179
1159
$249K ﹤0.01%
3,260
-166
1160
$247K ﹤0.01%
3,020
-199
1161
$247K ﹤0.01%
3,332
-166
1162
$246K ﹤0.01%
4,137
-1,062
1163
$246K ﹤0.01%
6,101
-319
1164
$246K ﹤0.01%
3,499
-175
1165
$246K ﹤0.01%
3,081
-260
1166
$246K ﹤0.01%
4,497
-96
1167
$245K ﹤0.01%
+81,354
1168
$245K ﹤0.01%
3,815
-124
1169
$245K ﹤0.01%
+1,952
1170
$244K ﹤0.01%
+1,008
1171
$244K ﹤0.01%
4,768
-374
1172
$242K ﹤0.01%
12,201
+78
1173
$242K ﹤0.01%
5,714
-137
1174
$242K ﹤0.01%
1,924
-114
1175
$240K ﹤0.01%
7,234
+138
45 46
47
48 49