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
1301
$116K ﹤0.01%
33,212
-2,161
1302
$115K ﹤0.01%
+10,129
1303
$114K ﹤0.01%
99,915
+5,306
1304
$112K ﹤0.01%
35,711
+8,887
1305
$112K ﹤0.01%
1,025
-64
1306
$109K ﹤0.01%
14,459
-1,335
1307
$106K ﹤0.01%
13,734
-2,093
1308
$105K ﹤0.01%
10,268
-558
1309
$99K ﹤0.01%
8,183
-214
1310
$99K ﹤0.01%
10,175
-470
1311
$97K ﹤0.01%
21,685
+10,992
1312
$93K ﹤0.01%
18,261
+50
1313
$92K ﹤0.01%
13,693
+248
1314
$91K ﹤0.01%
105
-6
1315
$88K ﹤0.01%
15,090
-265
1316
$87K ﹤0.01%
11,755
-256
1317
$85K ﹤0.01%
14,060
-726
1318
$84K ﹤0.01%
25,077
-64,350
1319
$83K ﹤0.01%
808
-52
1320
$83K ﹤0.01%
10,259
-711
1321
$82K ﹤0.01%
560
-30
1322
$81K ﹤0.01%
+17,586
1323
$80K ﹤0.01%
11,782
-1,096
1324
$80K ﹤0.01%
15,194
1325
$80K ﹤0.01%
33,439
-1,074
51 52
53
54 55