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
1176
$239K ﹤0.01%
3,745
-157
1177
$239K ﹤0.01%
+4,761
1178
$239K ﹤0.01%
1,968
-228
1179
$237K ﹤0.01%
78,662
+11,530
1180
$236K ﹤0.01%
4,122
-71,996
1181
$235K ﹤0.01%
+3,836
1182
$234K ﹤0.01%
15,533
-1,233
1183
$232K ﹤0.01%
2,430
-127
1184
$231K ﹤0.01%
82,484
+4,467
1185
$231K ﹤0.01%
3,585
+104
1186
$231K ﹤0.01%
4,541
+124
1187
$231K ﹤0.01%
3,176
-111
1188
$230K ﹤0.01%
8,323
+937
1189
$230K ﹤0.01%
6,109
-73,274
1190
$230K ﹤0.01%
9,232
-653
1191
$230K ﹤0.01%
213,547
+1,927
1192
$230K ﹤0.01%
3,042
+42
1193
$230K ﹤0.01%
6,937
-308
1194
$229K ﹤0.01%
31,209
-5,920
1195
$229K ﹤0.01%
+4,244
1196
$228K ﹤0.01%
1,031
-10,527
1197
$227K ﹤0.01%
3,047
-150
1198
$226K ﹤0.01%
53,001
+822
1199
$225K ﹤0.01%
18,720
+2,156
1200
$225K ﹤0.01%
+1,702