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
126
$120M 0.18%
272,478
-2,203
127
$119M 0.18%
350,567
-6,291
128
$119M 0.18%
7,585,450
+4,521,282
129
$116M 0.17%
7,446,209
-43,684
130
$112M 0.17%
274,667
-32,378
131
$110M 0.16%
2,777,085
-90,304
132
$110M 0.16%
4,962,168
-29,999
133
$108M 0.16%
197,539
+37,063
134
$107M 0.16%
118,791
-15,373
135
$105M 0.16%
528,717
-18,749
136
$104M 0.16%
1,447,379
-125,416
137
$97.1M 0.14%
2,541,319
+227,388
138
$96.4M 0.14%
1,519,721
+55,889
139
$96M 0.14%
603,988
-80,922
140
$95.8M 0.14%
2,525,993
-172,483
141
$95.7M 0.14%
445,044
-1,116,172
142
$94.5M 0.14%
1,591,119
-31,546
143
$93.1M 0.14%
821,192
+74,473
144
$91.4M 0.14%
606,750
-59,536
145
$91.3M 0.14%
10,959,397
+643,013
146
$90.7M 0.13%
88,638
-2,846
147
$90.2M 0.13%
114,596
+4,917
148
$88.9M 0.13%
421,855
+14,723
149
$86.8M 0.13%
1,905,643
-12,957
150
$86.4M 0.13%
1,777,838
+156,550
4 5
6
7 8