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
1326
$80K ﹤0.01%
10,635
-807
1327
$79K ﹤0.01%
13,022
-832
1328
$79K ﹤0.01%
28,648
+3,315
1329
$79K ﹤0.01%
5,955
-554
1330
$78K ﹤0.01%
+10,308
1331
$75K ﹤0.01%
10,291
-331
1332
$75K ﹤0.01%
920
+125
1333
$72K ﹤0.01%
14,754
+3,167
1334
$72K ﹤0.01%
14,414
-657
1335
$71K ﹤0.01%
16,480
-725
1336
$70K ﹤0.01%
2,951
+116
1337
$70K ﹤0.01%
612
-33
1338
$69K ﹤0.01%
13,204
+668
1339
$69K ﹤0.01%
18,555
+4,050
1340
$68K ﹤0.01%
645
-20
1341
$65K ﹤0.01%
62,065
+3,107
1342
$64K ﹤0.01%
18,342
1343
$62K ﹤0.01%
1,543
-90
1344
$62K ﹤0.01%
14,525
+1,511
1345
$62K ﹤0.01%
18,217
+340
1346
$61K ﹤0.01%
6,563
-607
1347
$60K ﹤0.01%
11,245
+466
1348
$59K ﹤0.01%
22,519
-650
1349
$57K ﹤0.01%
+16,608
1350
$57K ﹤0.01%
+10,583
52 53
54
55 56