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
1401
$24K ﹤0.01%
20,226
-6,956
1402
$23K ﹤0.01%
15,639
1403
$23K ﹤0.01%
1,366
-680
1404
$22K ﹤0.01%
68,133
+25,341
1405
$20K ﹤0.01%
10,990
-680
1406
$20K ﹤0.01%
992
-48
1407
$19K ﹤0.01%
1,695
+803
1408
$19K ﹤0.01%
695
-29
1409
$18K ﹤0.01%
997
1410
$18K ﹤0.01%
13,647
-1,340
1411
$16K ﹤0.01%
171
1412
$15K ﹤0.01%
15,549
-1,008
1413
$15K ﹤0.01%
14,014
+1,025
1414
$13K ﹤0.01%
1,253
1415
$13K ﹤0.01%
157
-10
1416
$12K ﹤0.01%
1,038
-54
1417
$12K ﹤0.01%
622
1418
$11K ﹤0.01%
500
-296
1419
– –
0
1420
$9K ﹤0.01%
310
-15
1421
$9K ﹤0.01%
420
-32
1422
$6K ﹤0.01%
1,039
1423
$4K ﹤0.01%
471
1424
$2K ﹤0.01%
458
1425
– –
-1,298,209
55 56
57
58 59