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
1401
$139K ﹤0.01%
+20,103
1402
$136K ﹤0.01%
+10,803
1403
$136K ﹤0.01%
12,617
1404
$135K ﹤0.01%
17,464
-7,403
1405
$133K ﹤0.01%
+10,773
1406
$131K ﹤0.01%
10,318
1407
$128K ﹤0.01%
21,024
1408
$127K ﹤0.01%
12,389
+2,153
1409
$126K ﹤0.01%
45,674
+12,075
1410
$125K ﹤0.01%
19,311
+4,343
1411
$123K ﹤0.01%
116,368
+104,210
1412
$120K ﹤0.01%
12,249
-1,353
1413
$118K ﹤0.01%
12,896
+243
1414
$118K ﹤0.01%
17,347
+3,780
1415
$116K ﹤0.01%
13,756
-7
1416
$115K ﹤0.01%
12,904
1417
$114K ﹤0.01%
+10,049
1418
$114K ﹤0.01%
14,163
1419
$113K ﹤0.01%
+24,410
1420
$112K ﹤0.01%
+11,339
1421
$112K ﹤0.01%
33,269
+2,106
1422
$110K ﹤0.01%
18,342
1423
$110K ﹤0.01%
57,923
-14,649
1424
$110K ﹤0.01%
+13,992
1425
$110K ﹤0.01%
+17,466
55 56
57
58 59