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
1151
$314K ﹤0.01%
22,853
+3,751
1152
$314K ﹤0.01%
+89,203
1153
$313K ﹤0.01%
1,304
-467
1154
$311K ﹤0.01%
21,075
+1,233
1155
$311K ﹤0.01%
3,169
1156
$310K ﹤0.01%
1,508
1157
$309K ﹤0.01%
3,693
1158
$307K ﹤0.01%
7,779
-9,380
1159
$306K ﹤0.01%
6,770
-1,330
1160
$305K ﹤0.01%
10,049
-639
1161
$305K ﹤0.01%
+2,875
1162
$305K ﹤0.01%
7,939
-23,082
1163
$304K ﹤0.01%
+23,710
1164
$304K ﹤0.01%
1,801
1165
$303K ﹤0.01%
3,066
+261
1166
$302K ﹤0.01%
1,778
+110
1167
$300K ﹤0.01%
6,645
-150
1168
$299K ﹤0.01%
3,478
1169
$298K ﹤0.01%
63,363
+7,495
1170
$297K ﹤0.01%
1,776
1171
$296K ﹤0.01%
8,610
-229
1172
$296K ﹤0.01%
22,033
-52,333
1173
$294K ﹤0.01%
4,851
1174
$293K ﹤0.01%
2,217
1175
$293K ﹤0.01%
3,079
45 46
47
48 49