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
176
$67M 0.12%
443,960
+27,821
177
$67M 0.12%
252,657
+1,344
178
$64.9M 0.11%
4,200,580
-14,827
179
$63.2M 0.11%
799,881
-123,780
180
$62.3M 0.11%
1,124,090
-56,599
181
$62.2M 0.11%
343,281
+15,073
182
$61.7M 0.11%
1,087,978
-73,661
183
$60.9M 0.1%
599,114
+344,036
184
$60.9M 0.1%
436,751
-27,347
185
$60M 0.1%
882,071
+6,129
186
$59.7M 0.1%
2,254,654
-500,860
187
$59.1M 0.1%
1,578,100
+32,140
188
$59M 0.1%
713,473
+24,438
189
$58.2M 0.1%
253,193
-10,667
190
$57.8M 0.1%
1,435,854
-141,644
191
$56.8M 0.1%
1,945,820
-930,204
192
$56.7M 0.1%
1,648,503
-47,193
193
$56.3M 0.1%
81,736
-7,512
194
$53.7M 0.09%
114,260
-15,403
195
$53.6M 0.09%
654,370
+31,662
196
$53.3M 0.09%
248,251
-11,577
197
$52.5M 0.09%
243,078
+141,305
198
$52.1M 0.09%
989,275
+59,470
199
$51.5M 0.09%
251,727
-55,074
200
$51M 0.09%
185,317
-272,999
6 7
8
9 10