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
1501
$40.6K ﹤0.01%
22,307
-31,032
1502
$39.3K ﹤0.01%
18,802
-5,955
1503
$36.1K ﹤0.01%
23,908
+12,097
1504
$35.8K ﹤0.01%
35,755
-13,373
1505
$35.2K ﹤0.01%
+5,871
1506
$34.1K ﹤0.01%
10,575
1507
$33.5K ﹤0.01%
19,794
1508
$32.3K ﹤0.01%
25,843
1509
$31.3K ﹤0.01%
22,230
-48,793
1510
$30.3K ﹤0.01%
29,658
+4,919
1511
$30K ﹤0.01%
11,245
1512
$29.3K ﹤0.01%
+13,273
1513
$28.1K ﹤0.01%
+12,338
1514
$25.6K ﹤0.01%
18,951
1515
$24K ﹤0.01%
19,514
1516
$23.2K ﹤0.01%
33,439
1517
$21.8K ﹤0.01%
974
1518
$20.7K ﹤0.01%
15,090
1519
$20K ﹤0.01%
11,361
1520
$18.8K ﹤0.01%
10,119
1521
$16.2K ﹤0.01%
560
1522
$15.5K ﹤0.01%
808
1523
$14.3K ﹤0.01%
11,554
1524
$12.4K ﹤0.01%
1,283
1525
$12.4K ﹤0.01%
145
59 60
61
62 63