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
1201
$225K ﹤0.01%
+5,085
1202
$224K ﹤0.01%
8,838
-677
1203
$224K ﹤0.01%
3,724
-130
1204
$224K ﹤0.01%
6,824
+337
1205
$224K ﹤0.01%
3,168
-134
1206
$223K ﹤0.01%
6,758
-394
1207
$222K ﹤0.01%
2,831
-190
1208
$221K ﹤0.01%
2,791
-171
1209
$220K ﹤0.01%
1,457
-55
1210
$220K ﹤0.01%
2,103
-189
1211
$219K ﹤0.01%
11,345
-7,957
1212
$219K ﹤0.01%
1,894
-56
1213
$218K ﹤0.01%
+7,846
1214
$218K ﹤0.01%
5,842
+6
1215
$217K ﹤0.01%
25,962
-1,188
1216
$216K ﹤0.01%
+8,100
1217
$216K ﹤0.01%
3,612
-150
1218
$215K ﹤0.01%
+3,053
1219
$214K ﹤0.01%
13,769
-528
1220
$214K ﹤0.01%
2,519
+65
1221
$213K ﹤0.01%
2,644
-31,402
1222
$213K ﹤0.01%
2,517
+26
1223
$213K ﹤0.01%
+4,126
1224
$212K ﹤0.01%
+5,416
1225
$212K ﹤0.01%
12,708
+1,352
47 48
49
50 51