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
1226
$261K ﹤0.01%
11,844
-611
1227
$261K ﹤0.01%
506
-16,317
1228
$260K ﹤0.01%
236,390
+172,040
1229
$259K ﹤0.01%
4,420
-102
1230
$258K ﹤0.01%
1,417
-17
1231
$258K ﹤0.01%
2,370
1232
$257K ﹤0.01%
+6,026
1233
$257K ﹤0.01%
13,919
-1,026
1234
$257K ﹤0.01%
5,176
-100
1235
$257K ﹤0.01%
62,148
+8,292
1236
$256K ﹤0.01%
2,690
+610
1237
$256K ﹤0.01%
6,858
1238
$256K ﹤0.01%
5,985
1239
$255K ﹤0.01%
2,153
1240
$254K ﹤0.01%
3,370
-675
1241
$254K ﹤0.01%
3,624
+40
1242
$254K ﹤0.01%
+75,965
1243
$254K ﹤0.01%
9,643
-18,742
1244
$254K ﹤0.01%
22,689
+507
1245
$253K ﹤0.01%
1,452
+56
1246
$253K ﹤0.01%
2,572
+78
1247
$252K ﹤0.01%
72,685
+1,706
1248
$252K ﹤0.01%
3,016
1249
$251K ﹤0.01%
11,091
1250
$251K ﹤0.01%
+18,744
48 49
50
51 52