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
– –
-43,920
1602
– –
-1,917
1603
– –
-36,246
1604
– –
-747
1605
– –
-7,042
1606
– –
-4,137
1607
– –
-12,278
1608
– –
-16,657
1609
– –
-7,940
1610
– –
-24,585
1611
– –
-6,175
1612
– –
-1,730
1613
– –
-3,924
1614
– –
-24,313
1615
– –
-29,313
1616
– –
-11,279
1617
– –
-5,642
1618
– –
-842
1619
– –
-5,251,568
1620
– –
-35,375
1621
– –
-17,788
1622
– –
-36,139
1623
– –
-11,350
1624
– –
-66,319
1625
– –
-40,814
63 64
65
66 67