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
1326
$208K ﹤0.01%
+1,329
1327
$208K ﹤0.01%
17,879
1328
$207K ﹤0.01%
+4,109
1329
$207K ﹤0.01%
+5,196
1330
$206K ﹤0.01%
17,221
1331
$205K ﹤0.01%
20,681
-196
1332
$204K ﹤0.01%
+6,904
1333
$204K ﹤0.01%
7,368
+12
1334
$204K ﹤0.01%
+2,814
1335
$203K ﹤0.01%
+9,336
1336
$203K ﹤0.01%
20,736
+596
1337
$203K ﹤0.01%
5,490
-5,615
1338
$203K ﹤0.01%
+3,229
1339
$203K ﹤0.01%
24,114
+11,129
1340
$202K ﹤0.01%
2,804
-4,076
1341
$202K ﹤0.01%
+6,978
1342
$201K ﹤0.01%
+3,525
1343
$201K ﹤0.01%
+5,570
1344
$199K ﹤0.01%
16,264
+396
1345
$197K ﹤0.01%
17,393
1346
$195K ﹤0.01%
11,195
-1
1347
$192K ﹤0.01%
+12,043
1348
$192K ﹤0.01%
+22,517
1349
$192K ﹤0.01%
10,782
1350
$190K ﹤0.01%
10,460
52 53
54
55 56