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
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71.6M 0.15%
406,225
-923
152
$70.9M 0.15%
1,038,355
+310,827
153
$70.8M 0.15%
5,272,597
-9,200
154
$70.6M 0.15%
+1,012,307
155
$69.8M 0.15%
322,765
+36,567
156
$68.9M 0.15%
7,432,818
+1,066,400
157
$67.4M 0.15%
617,993
-17,263
158
$66.6M 0.14%
11,701,385
+560,126
159
$66.3M 0.14%
1,209,255
+885,181
160
$65.2M 0.14%
1,357,452
+163,809
161
$62.7M 0.14%
429,163
-466,041
162
$62M 0.13%
1,062,962
+136,064
163
$61.7M 0.13%
160,667
-61,454
164
$60.6M 0.13%
380,507
+327,097
165
$60.5M 0.13%
875,250
-9,500
166
$58.3M 0.13%
280,832
+20,908
167
$57.6M 0.12%
1,384,438
+174,243
168
$56.3M 0.12%
816,894
+375,846
169
$56.2M 0.12%
216,483
+207,210
170
$55.9M 0.12%
827,937
+60,000
171
$55.7M 0.12%
293,924
+27,286
172
$54.5M 0.12%
232,613
+9,298
173
$53.9M 0.12%
204,431
-12,931
174
$53.7M 0.12%
+763,624
175
$53.6M 0.12%
1,197,454
-394,265
5 6
7
8 9