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
1201
$271K ﹤0.01%
12,431
+1,677
1202
$271K ﹤0.01%
936
-260
1203
$271K ﹤0.01%
2,326
-7,950
1204
$271K ﹤0.01%
2,193
1205
$271K ﹤0.01%
1,108
1206
$270K ﹤0.01%
4,930
1207
$270K ﹤0.01%
82,852
+71,698
1208
$270K ﹤0.01%
27,199
+191
1209
$269K ﹤0.01%
12,285
-872
1210
$269K ﹤0.01%
3,906
-725
1211
$268K ﹤0.01%
10,585
-3,111
1212
$268K ﹤0.01%
6,936
-299,009
1213
$268K ﹤0.01%
14,274
+1,768
1214
$267K ﹤0.01%
3,877
+106
1215
$267K ﹤0.01%
+6,342
1216
$266K ﹤0.01%
5,567
1217
$265K ﹤0.01%
2,559
1218
$264K ﹤0.01%
20,191
+2,384
1219
$264K ﹤0.01%
4,957
-9,031
1220
$264K ﹤0.01%
118,775
+50,328
1221
$263K ﹤0.01%
7,939
+419
1222
$262K ﹤0.01%
11,949
+850
1223
$262K ﹤0.01%
17,856
-1,162
1224
$262K ﹤0.01%
3,165
1225
$262K ﹤0.01%
880
-459
47 48
49
50 51