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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$81.9M 0.2%
236,833
-5,271
127
$81.3M 0.2%
296,483
+110,110
128
$79M 0.19%
66,447
+79
129
$77.9M 0.19%
973,697
+704,376
130
$77.7M 0.19%
464,835
+3,241
131
$76.8M 0.19%
2,776,200
-782,104
132
$76.8M 0.19%
2,269,216
-415,630
133
$75.9M 0.18%
1,126,520
+14,232
134
$75.3M 0.18%
3,124,388
+479,420
135
$75M 0.18%
1,810,407
+91,260
136
$72.4M 0.18%
36,484
-33,985
137
$72.3M 0.18%
6,350,804
+386,687
138
$72.3M 0.18%
371,205
-122,940
139
$72.1M 0.18%
1,053,469
+16,444
140
$70.2M 0.17%
654,136
-24,788
141
$69.8M 0.17%
4,398,461
+695,848
142
$68.8M 0.17%
450,243
+21,992
143
$66.6M 0.16%
1,985,449
+41,689
144
$66.3M 0.16%
542,007
-26,719
145
$65.3M 0.16%
503,069
-243,828
146
$64M 0.16%
826,911
-87,490
147
$63.6M 0.15%
2,091,289
-243,639
148
$63.4M 0.15%
460,903
+170,090
149
$62.7M 0.15%
2,322,283
+1,725,757
150
$62.7M 0.15%
395,427
-19,977
4 5
6
7 8