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
$58.1B
AUM Growth
-$4.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,547
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$156M
3
+$127M
4
ISRG icon
Intuitive Surgical
ISRG
+$97.2M
5
IT icon
Gartner
IT
+$87.9M

Top Sells

1
+$389M
2
+$160M
3
+$95.8M
4
ADBE icon
Adobe
ADBE
+$75.1M
5
SU icon
Suncor Energy
SU
+$72.4M

Sector Composition

1 Financials 21.66%
2 Technology 16.56%
3 Industrials 12.03%
4 Healthcare 10.68%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91.6M 0.16%
6,234,853
+375,884
152
$89.7M 0.15%
1,241,234
-110,513
153
$88.1M 0.15%
7,894,396
+273,239
154
$87.4M 0.15%
1,010,544
-54,244
155
$86M 0.15%
901,475
+47,635
156
$84.9M 0.15%
587,646
+41,570
157
$83.7M 0.14%
258,908
+14,878
158
$83.4M 0.14%
1,314,478
+11,046
159
$81.7M 0.14%
2,231,470
+34,200
160
$81.5M 0.14%
489,899
+69,171
161
$80.8M 0.14%
1,324,461
-55,648
162
$79.6M 0.14%
1,988,970
+91,405
163
$78.8M 0.14%
389,187
-1,920,744
164
$78.6M 0.14%
840,536
+124,788
165
$75.1M 0.13%
896,786
-296,129
166
$74.3M 0.13%
191,959
+4,780
167
$73M 0.13%
444,872
-217,846
168
$72.9M 0.13%
1,955,872
-771,786
169
$71.5M 0.12%
8,837,662
+670,329
170
$71.1M 0.12%
1,517,070
+9,360
171
$71.1M 0.12%
753,983
-69,512
172
$70.3M 0.12%
154,839
+17,868
173
$69.7M 0.12%
519,142
-34,499
174
$69.2M 0.12%
1,582,237
+19,396
175
$68.5M 0.12%
2,117,682
+243,094
5 6
7
8 9