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
101
$159M 0.24%
2,025,619
-119,594
102
$158M 0.23%
2,336,920
+349,620
103
$155M 0.23%
989,445
-536,391
104
$154M 0.23%
644,135
+456,027
105
$154M 0.23%
1,428,324
+80,091
106
$153M 0.23%
97,343
-33,999
107
$148M 0.22%
766,027
+187,659
108
$148M 0.22%
5,432,776
-1,297,911
109
$145M 0.22%
1,771,472
-9,351
110
$144M 0.21%
1,262,477
+20,443
111
$143M 0.21%
1,608,485
-45,429
112
$141M 0.21%
522,666
-14,165
113
$138M 0.21%
1,329,644
+230,100
114
$137M 0.2%
271,717
+140,898
115
$137M 0.2%
1,107,547
+912,685
116
$137M 0.2%
1,122,948
-245,942
117
$133M 0.2%
1,723,774
-38,800
118
$131M 0.2%
674,736
-189,914
119
$129M 0.19%
2,458,262
-372,846
120
$128M 0.19%
696,234
-12,494
121
$127M 0.19%
655,113
+125,104
122
$125M 0.19%
42,311
+615
123
$125M 0.19%
280,319
-13,107
124
$123M 0.18%
2,263,901
-2,301,686
125
$121M 0.18%
2,885,538
+270,887
3 4
5
6 7