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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$113M 0.27%
1,268,258
-109,626
102
$112M 0.27%
2,751,673
-83,766
103
$111M 0.27%
1,122,465
+282,615
104
$110M 0.27%
670,721
+63,891
105
$107M 0.26%
3,709,231
-42,386
106
$105M 0.26%
1,040,366
+27,794
107
$104M 0.25%
5,841,158
-5,538,197
108
$103M 0.25%
461,095
-605,950
109
$102M 0.25%
1,575,438
+227,300
110
$101M 0.25%
1,101,789
+70,235
111
$99M 0.24%
1,536,040
-787,444
112
$98.1M 0.24%
9,621,784
+3,308,355
113
$98.1M 0.24%
1,095,968
+9,113
114
$97M 0.24%
2,064,490
+151,426
115
$96.7M 0.24%
2,702,728
-1,362,472
116
$95.4M 0.23%
861,500
+177,500
117
$95M 0.23%
7,179,025
+374,350
118
$94.7M 0.23%
413,909
+21,118
119
$91.3M 0.22%
1,275,112
-3,794
120
$90.3M 0.22%
3,052,274
-279,464
121
$88.8M 0.22%
2,110,760
+57,820
122
$87.5M 0.21%
405,600
+372,882
123
$86.1M 0.21%
1,272,687
-704,389
124
$83.8M 0.2%
1,196,479
-29,293
125
$82.3M 0.2%
1,550,253
-9,894
3 4
5
6 7