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
126
$115M 0.2%
4,071,073
-22,991
127
$115M 0.2%
800,751
-139,907
128
$113M 0.19%
3,717,112
-444,286
129
$112M 0.19%
1,170,005
-63,295
130
$110M 0.19%
225,160
+11,102
131
$109M 0.19%
5,366,722
-18,293
132
$109M 0.19%
3,698,250
-1,301,845
133
$108M 0.19%
3,827,694
+1,497,136
134
$106M 0.18%
2,252,636
-7,219
135
$106M 0.18%
316,085
-17,173
136
$101M 0.17%
1,042,741
+115,446
137
$99.4M 0.17%
1,277,821
+115,150
138
$99.2M 0.17%
358,405
+317,666
139
$98M 0.17%
6,375,063
+9,836
140
$97.9M 0.17%
2,429,099
-48,975
141
$97.3M 0.17%
1,114,928
-60,541
142
$97.2M 0.17%
1,652,627
-3,232
143
$97M 0.17%
1,002,625
-1,730
144
$95.9M 0.16%
2,755,680
-27,912
145
$94.3M 0.16%
1,448,165
+7,378
146
$94.3M 0.16%
7,771,890
-1,847,340
147
$92.9M 0.16%
2,588,569
-447,146
148
$92.6M 0.16%
325,548
-704
149
$91.7M 0.16%
1,251,793
+2,690
150
$91.6M 0.16%
1,968,731
+87,413
4 5
6
7 8