Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
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
+$198M
2
+$173M
3
+$142M
4
ISRG icon
Intuitive Surgical
ISRG
+$111M
5
BMO icon
Bank of Montreal
BMO
+$95.9M

Top Sells

1
+$404M
2
+$171M
3
+$115M
4
ADBE icon
Adobe
ADBE
+$103M
5
SU icon
Suncor Energy
SU
+$81.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.04%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$200K ﹤0.01%
11,054
-681
1252
$200K ﹤0.01%
13,943
-432
1253
$197K ﹤0.01%
39,873
-16,111
1254
$192K ﹤0.01%
27,667
+9,284
1255
$191K ﹤0.01%
67,509
+1,450
1256
$185K ﹤0.01%
26,016
-1,598
1257
$183K ﹤0.01%
15,060
-283
1258
$181K ﹤0.01%
11,668
-837
1259
$181K ﹤0.01%
11,982
-3,709
1260
$179K ﹤0.01%
3,915
-327
1261
$178K ﹤0.01%
20,175
-941
1262
$175K ﹤0.01%
12,806
-1,013
1263
$173K ﹤0.01%
33,399
-397
1264
$173K ﹤0.01%
18,130
-757
1265
$170K ﹤0.01%
17,183
+3,108
1266
$169K ﹤0.01%
10,313
-3,117
1267
$168K ﹤0.01%
28,528
1268
$167K ﹤0.01%
10,592
-113
1269
$165K ﹤0.01%
11,052
+288
1270
$164K ﹤0.01%
16,405
+208
1271
$162K ﹤0.01%
22,053
-1,137
1272
$162K ﹤0.01%
40,000
1273
$157K ﹤0.01%
17,870
-2,321
1274
$153K ﹤0.01%
10,255
-818
1275
$151K ﹤0.01%
+26,712
49 50
51
52 53