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
1501
– –
-12,290
1502
– –
-54,578
1503
– –
-7,492
1504
– –
-6,754
1505
– –
-16,910
1506
– –
-65,725
1507
– –
-10,037
1508
– –
-17,480
1509
– –
-5,122
1510
– –
-66,974
1511
– –
-190,156
1512
– –
-6,173
1513
– –
-9,734
1514
– –
-4,641
1515
– –
-59,605
1516
– –
-10,172
1517
– –
-405,252
1518
– –
-514,123
1519
– –
-5,365
1520
– –
-43
1521
– –
-5,037
1522
– –
-5,167
1523
– –
-45,915
1524
– –
-14,895
1525
– –
-9,009
58 59 60
61
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