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
– –
-15,266
1627
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-1,978
1628
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-588
1629
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-12,785
1630
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-9,020
1631
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-14,342
1632
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-7,126
1633
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-330,103
1634
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-21,895
1635
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-4,518
1636
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-131,860
1637
– –
-3,554
1638
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-11,830
1639
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-30,601
1640
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-4,141
1641
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-1,965
1642
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-3,554
1643
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-29,422
1644
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-5,430
1645
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-6,851
1646
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-25,250
1647
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-10,453
1648
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-2,514
1649
– –
-104,236
1650
– –
-4,767
63 64 65
66
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