Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.3B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,829
New
Increased
Reduced
Closed

Top Buys

1 +$296M
2 +$269M
3 +$200M
4
SHOP icon
Shopify
SHOP
+$155M
5
MDT icon
Medtronic
MDT
+$149M

Top Sells

1 +$238M
2 +$220M
3 +$202M
4
CDNS icon
Cadence Design Systems
CDNS
+$200M
5
AMZN icon
Amazon
AMZN
+$172M

Sector Composition

1 Financials 22.15%
2 Technology 20.13%
3 Industrials 11.13%
4 Healthcare 9.6%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$537K ﹤0.01%
15,200
-2,340
1177
$537K ﹤0.01%
+1,691
1178
$536K ﹤0.01%
46,093
-250
1179
$536K ﹤0.01%
11,705
+2,468
1180
$536K ﹤0.01%
14,863
+1,629
1181
$534K ﹤0.01%
16,135
-861
1182
$534K ﹤0.01%
53,895
+34,210
1183
$532K ﹤0.01%
14,116
+4,096
1184
$529K ﹤0.01%
37,261
+7,835
1185
$525K ﹤0.01%
+35,802
1186
$524K ﹤0.01%
162,837
+137,355
1187
$524K ﹤0.01%
460,084
+6,715
1188
$522K ﹤0.01%
+7,170
1189
$518K ﹤0.01%
11,571
+764
1190
$516K ﹤0.01%
3,057
-130
1191
$513K ﹤0.01%
11,976
-1,354
1192
$511K ﹤0.01%
7,254
1193
$507K ﹤0.01%
26,109
+8,447
1194
$506K ﹤0.01%
16,401
1195
$505K ﹤0.01%
+61,260
1196
$505K ﹤0.01%
157,228
+22,323
1197
$502K ﹤0.01%
14,333
+1,051
1198
$501K ﹤0.01%
2,889
+1,113
1199
$500K ﹤0.01%
17,406
+2,117
1200
$499K ﹤0.01%
+32,940