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
1301
$220K ﹤0.01%
721
-5,533
1302
$220K ﹤0.01%
+3,900
1303
$220K ﹤0.01%
1,164
-8
1304
$220K ﹤0.01%
+58,087
1305
$219K ﹤0.01%
14,209
-1
1306
$219K ﹤0.01%
5,841
+384
1307
$219K ﹤0.01%
781
1308
$219K ﹤0.01%
2,871
1309
$218K ﹤0.01%
+3,708
1310
$218K ﹤0.01%
+1,435
1311
$218K ﹤0.01%
31,971
+2,697
1312
$217K ﹤0.01%
29,304
-718
1313
$217K ﹤0.01%
+14,016
1314
$217K ﹤0.01%
13,482
+349
1315
$217K ﹤0.01%
2,970
1316
$214K ﹤0.01%
730
1317
$214K ﹤0.01%
33,165
+3,864
1318
$214K ﹤0.01%
2,297
-206
1319
$212K ﹤0.01%
3,324
1320
$212K ﹤0.01%
+3,381
1321
$211K ﹤0.01%
+835
1322
$210K ﹤0.01%
62,548
1323
$209K ﹤0.01%
6,448
-1,811
1324
$209K ﹤0.01%
+3,470
1325
$209K ﹤0.01%
2,323
51 52
53
54 55