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
1626
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-21,773
1627
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-5,146
1628
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-12,579
1629
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-12,904
1630
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1631
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-14,037
1632
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-7,940
1633
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-24,585
1634
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-6,175
1635
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-1,730
1636
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-3,924
1637
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-24,313
1638
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-29,313
1639
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-11,279
1640
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-5,642
1641
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-842
1642
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-5,251,568
1643
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1644
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1645
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-36,139
1646
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-11,350
1647
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-66,319
1648
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-40,814
1649
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-15,266
1650
– –
-1,978
63 64 65
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