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
1226
$211K ﹤0.01%
3,484
-839
1227
$210K ﹤0.01%
2,979
-139
1228
$210K ﹤0.01%
15,992
-1,301
1229
$210K ﹤0.01%
+3,226
1230
$209K ﹤0.01%
3,485
-245
1231
$209K ﹤0.01%
18,124
+1,062
1232
$208K ﹤0.01%
3,255
-109
1233
$208K ﹤0.01%
5,193
-236
1234
$207K ﹤0.01%
5,707
-198
1235
$207K ﹤0.01%
3,320
-204
1236
$206K ﹤0.01%
10,478
-503
1237
$206K ﹤0.01%
8,863
-785
1238
$205K ﹤0.01%
1,175
-20,778
1239
$205K ﹤0.01%
7,019
-229
1240
$203K ﹤0.01%
+5,576
1241
$203K ﹤0.01%
+14,350
1242
$203K ﹤0.01%
4,126
-191
1243
$202K ﹤0.01%
1,437
+242
1244
$202K ﹤0.01%
2,917
-183
1245
$202K ﹤0.01%
15,498
-498
1246
$201K ﹤0.01%
6,827
1247
$201K ﹤0.01%
4,957
+10
1248
$201K ﹤0.01%
19,858
-4,021
1249
$201K ﹤0.01%
11,731
-612
1250
$200K ﹤0.01%
11,054
-681