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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$62.2M 0.15%
1,530,757
+1,250,086
152
$61.8M 0.15%
2,874,583
+595,600
153
$59.7M 0.15%
3,170,294
+97,586
154
$59.5M 0.14%
3,504,964
-1,827,246
155
$58.3M 0.14%
348,543
-12,600
156
$55.4M 0.13%
889,660
-387,663
157
$54.5M 0.13%
1,447,005
+120,145
158
$52.5M 0.13%
4,252,502
-1,175,458
159
$52.2M 0.13%
471,895
+44,613
160
$52.1M 0.13%
854,486
+26,999
161
$51.4M 0.13%
889,292
-288,731
162
$51.2M 0.12%
1,635,732
-146,790
163
$50.3M 0.12%
437,503
+427,262
164
$50.2M 0.12%
5,009,835
-24,410
165
$50.2M 0.12%
425,961
-229,278
166
$49.9M 0.12%
3,221,741
-1,232
167
$49.6M 0.12%
709,502
168
$49.6M 0.12%
435,697
+25,328
169
$48.6M 0.12%
336,507
-318,568
170
$48.6M 0.12%
103,063
+324
171
$48.3M 0.12%
625,742
-121,729
172
$48.1M 0.12%
889,243
+167,600
173
$48M 0.12%
553,652
-110,053
174
$47.4M 0.12%
413,019
-55,203
175
$47.1M 0.11%
616,206
-26,126
5 6
7
8 9