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
176
$68.4M 0.1%
745,502
-11,968
177
$67.4M 0.1%
389,850
-61,975
178
$67.3M 0.1%
670,458
-53,368
179
$66.5M 0.1%
895,699
+815,960
180
$66.3M 0.1%
1,347,328
+43,126
181
$62.6M 0.09%
208,732
-13,006
182
$62.1M 0.09%
3,124,517
+1,056,981
183
$61.4M 0.09%
866,995
+331,857
184
$60.9M 0.09%
57,964
+2,074
185
$60.8M 0.09%
209,538
+14,949
186
$59.6M 0.09%
178,960
+4,465
187
$59.5M 0.09%
1,849,618
+3,654
188
$59.2M 0.09%
230,271
-1,150
189
$59M 0.09%
249,837
-17,205
190
$58.7M 0.09%
125,730
+1,654
191
$57.4M 0.09%
419,383
-38,810
192
$57.4M 0.09%
414,562
+74,030
193
$56.8M 0.08%
4,226,470
-301,208
194
$56.7M 0.08%
134,589
-7,199
195
$56.2M 0.08%
510,795
-20,913
196
$56M 0.08%
977,873
-95,415
197
$55.9M 0.08%
2,226,060
-372,643
198
$55.5M 0.08%
420,121
+74,115
199
$55.5M 0.08%
1,167,742
-173,658
200
$54.8M 0.08%
837,870
-18,775
6 7
8
9 10