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
1601
– –
-3,942
1602
– –
-62,512
1603
– –
-6,851
1604
– –
-25,250
1605
– –
-10,453
1606
– –
-2,514
1607
– –
-2,134
1608
– –
-99,945
1609
– –
-104,236
1610
– –
-4,767
1611
– –
-11,571
1612
– –
-11,450
1613
– –
-3,721
1614
– –
-8,932
1615
– –
-25,017
1616
– –
-13,267
1617
– –
-3,111
1618
– –
-43,920
1619
– –
-1,917
1620
– –
-36,246
1621
– –
-747
1622
– –
-7,042
1623
– –
-4,137
1624
– –
-12,278
1625
– –
-16,657
63 64
65
66 67