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
151
$85.9M 0.13%
21,683
+3,250
152
$84.7M 0.13%
1,259,840
-7,535
153
$84.6M 0.13%
2,693,784
-97,500
154
$84.1M 0.13%
473,187
+422,676
155
$83.7M 0.12%
503,944
+171,041
156
$83.4M 0.12%
747,048
-22,697
157
$82.4M 0.12%
2,545,042
+182,198
158
$80.7M 0.12%
823,991
+89,763
159
$80.5M 0.12%
269,812
-62,286
160
$80M 0.12%
1,010,230
+33,848
161
$78.5M 0.12%
180,099
-170,033
162
$78.4M 0.12%
99,600
-3,849
163
$78M 0.12%
1,573,027
+172,376
164
$75.6M 0.11%
383,765
+1,997
165
$75.5M 0.11%
5,115,665
+1,037,800
166
$75M 0.11%
516,477
-16,924
167
$73.5M 0.11%
343,995
-573,136
168
$72.6M 0.11%
1,089,367
-55,892
169
$72.4M 0.11%
1,554,433
+1,386,700
170
$72.2M 0.11%
1,152,542
+63,457
171
$71.7M 0.11%
2,018,914
-8,646
172
$71.6M 0.11%
1,017,345
-4,545
173
$70M 0.1%
154,764
-34,821
174
$69.9M 0.1%
1,494,312
+209,630
175
$68.9M 0.1%
391,280
+71,406
5 6
7
8 9