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
1351
$188K ﹤0.01%
27,382
+13,247
1352
$187K ﹤0.01%
25,305
1353
$186K ﹤0.01%
26,693
1354
$186K ﹤0.01%
16,429
-2
1355
$185K ﹤0.01%
22,268
+621
1356
$183K ﹤0.01%
+11,106
1357
$183K ﹤0.01%
12,743
+579
1358
$182K ﹤0.01%
42,186
-57,706
1359
$182K ﹤0.01%
36,860
1360
$179K ﹤0.01%
+33,292
1361
$178K ﹤0.01%
11,197
-1
1362
$177K ﹤0.01%
32,565
-1,226
1363
$174K ﹤0.01%
54,539
+779
1364
$174K ﹤0.01%
14,669
+2,796
1365
$173K ﹤0.01%
12,061
-29
1366
$173K ﹤0.01%
20,825
1367
$173K ﹤0.01%
27,913
-4,344
1368
$172K ﹤0.01%
15,606
-4,082
1369
$172K ﹤0.01%
+10,560
1370
$171K ﹤0.01%
32,848
+12,985
1371
$171K ﹤0.01%
10,061
1372
$170K ﹤0.01%
3,732
1373
$170K ﹤0.01%
+24,300
1374
$169K ﹤0.01%
15,811
+880
1375
$169K ﹤0.01%
16,262
-354
53 54
55
56 57