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Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
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 +$198M
2 +$173M
3 +$142M
4
ISRG icon
Intuitive Surgical
ISRG
+$111M
5
BMO icon
Bank of Montreal
BMO
+$95.9M

Top Sells

1 +$404M
2 +$171M
3 +$115M
4
ADBE icon
Adobe
ADBE
+$103M
5
SU icon
Suncor Energy
SU
+$81.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.04%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
-5,122
1502
-66,974
1503
-190,156
1504
-6,173
1505
-9,734
1506
-4,641
1507
-59,605
1508
-10,172
1509
-405,252
1510
-514,123
1511
-5,365
1512
-4
1513
-5,037
1514
-5,167
1515
-45,915
1516
-14,895
1517
-9,009
1518
-2,181
1519
-8,273
1520
-15,301
1521
-3,415
1522
-23,547
1523
-7,377
1524
-10,523
1525
-56,023