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
101
$140M 0.24%
4,759,945
+86,132
102
$139M 0.24%
4,189,613
-150,444
103
$139M 0.24%
2,496,436
-2,917
104
$139M 0.24%
830,470
-8,164
105
$138M 0.24%
382,649
+95,454
106
$137M 0.24%
730,312
+518,321
107
$135M 0.23%
786,325
-109,429
108
$134M 0.23%
895,016
+138,775
109
$132M 0.23%
1,689,744
+322,917
110
$131M 0.23%
2,391,658
-1,925
111
$131M 0.22%
1,819,228
-15,102
112
$131M 0.22%
3,647,119
+17,433
113
$131M 0.22%
1,570,941
+264,266
114
$129M 0.22%
1,087,702
+233,209
115
$127M 0.22%
1,891,751
-162,061
116
$123M 0.21%
3,127,425
-13,114
117
$122M 0.21%
690,881
-125,143
118
$122M 0.21%
2,297,673
-8,829
119
$121M 0.21%
396,821
-8,600
120
$121M 0.21%
836,743
+152,604
121
$120M 0.21%
2,734,784
-97,148
122
$120M 0.21%
4,466,665
+177,970
123
$120M 0.21%
2,973,735
+54,679
124
$120M 0.21%
1,480,286
-231,116
125
$117M 0.2%
1,640,864
+96,876
3 4
5
6 7