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
$67.3B
AUM Growth
-$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,665
New
Increased
Reduced
Closed

Top Buys

1 +$187M
2 +$173M
3 +$164M
4
AAPL icon
Apple
AAPL
+$142M
5
SHOP icon
Shopify
SHOP
+$139M

Top Sells

1 +$241M
2 +$160M
3 +$157M
4
TU icon
Telus
TU
+$129M
5
CPRT icon
Copart
CPRT
+$126M

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
1251
$251K ﹤0.01%
12,439
+719
1252
$250K ﹤0.01%
2,388
1253
$250K ﹤0.01%
+6,901
1254
$250K ﹤0.01%
2,856
+477
1255
$250K ﹤0.01%
1,087
-1,570
1256
$250K ﹤0.01%
10,602
+76
1257
$249K ﹤0.01%
1,357
1258
$248K ﹤0.01%
+7,011
1259
$248K ﹤0.01%
7,570
+18
1260
$247K ﹤0.01%
21,790
-1,519
1261
$247K ﹤0.01%
930
1262
$245K ﹤0.01%
5,623
1263
$242K ﹤0.01%
23,121
-12
1264
$241K ﹤0.01%
2,933
-21,658
1265
$240K ﹤0.01%
4,223
1266
$239K ﹤0.01%
4,489
1267
$239K ﹤0.01%
4,048
-99
1268
$238K ﹤0.01%
7,455
-736
1269
$238K ﹤0.01%
+24,015
1270
$238K ﹤0.01%
2,059
1271
$238K ﹤0.01%
+1,849
1272
$238K ﹤0.01%
1,577
-370
1273
$238K ﹤0.01%
6,863
-783
1274
$238K ﹤0.01%
+2,177
1275
$236K ﹤0.01%
1,652
-3,587