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
1526
$11.6K ﹤0.01%
10,917
1527
$10.6K ﹤0.01%
11,238
1528
$9.5K ﹤0.01%
612
-1,307
1529
$7.26K ﹤0.01%
13,034
1530
$5.01K ﹤0.01%
10,990
1531
$4.89K ﹤0.01%
752
1532
$4.61K ﹤0.01%
589
1533
$1.78K ﹤0.01%
334
1534
– –
-131,860
1535
– –
-3,554
1536
– –
-11,830
1537
– –
-2,912
1538
– –
-15,553
1539
– –
-10,582
1540
– –
-6,592
1541
– –
-2,102
1542
– –
-59,660
1543
– –
-10,144
1544
– –
-53,000
1545
– –
-7,299
1546
– –
-8,947
1547
– –
-11,824
1548
– –
-15,311
1549
– –
-6,992
1550
– –
-4,064
60 61
62
63 64