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
1526
– –
-2,181
1527
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-8,273
1528
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-15,301
1529
– –
-3,415
1530
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-23,547
1531
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-7,377
1532
– –
-10,523
1533
– –
-56,023
1534
– –
-9,084
1535
– –
-17,840
1536
– –
-36,748
1537
– –
-19,891
1538
– –
-3,209
1539
– –
-6,380
1540
– –
-9,126
1541
– –
-1,457
1542
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-1,520
1543
– –
-1,976
1544
– –
-7,705
1545
– –
-17,754
1546
– –
-11,182
1547
– –
-49,360
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