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
$41.1B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$145M
3
+$113M
4
CTRA icon
Coterra Energy
CTRA
+$109M
5
BIIB icon
Biogen
BIIB
+$104M

Top Sells

1
+$399M
2
+$156M
3
+$140M
4
GS icon
Goldman Sachs
GS
+$136M
5
FTS icon
Fortis
FTS
+$120M

Sector Composition

1 Financials 24.4%
2 Healthcare 11.79%
3 Technology 11.35%
4 Industrials 11.11%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$31.3M 0.08%
5,553,897
-11,481
202
$31.1M 0.08%
910,230
+249,008
203
$30.7M 0.07%
2,961,144
+740,661
204
$30.4M 0.07%
381,337
+60,866
205
$30.3M 0.07%
382,894
+95,546
206
$30.2M 0.07%
969,644
-544,267
207
$30.1M 0.07%
1,196,000
-270,500
208
$29.8M 0.07%
907,781
-1,667,260
209
$29.6M 0.07%
232,324
+105,650
210
$29.6M 0.07%
405,373
+331,173
211
$29.4M 0.07%
1,079,519
-4,153,370
212
$28.8M 0.07%
290,816
+213,863
213
$28.5M 0.07%
972,092
+816,642
214
$27.9M 0.07%
134,694
-295,486
215
$26M 0.06%
254,155
+113,464
216
$25.8M 0.06%
532,000
-339,300
217
$25.6M 0.06%
115,048
+98,170
218
$25.4M 0.06%
2,959,500
-2,900
219
$25.1M 0.06%
928,798
+474,768
220
$24.9M 0.06%
152,488
+46,483
221
$24.9M 0.06%
755,727
+213,929
222
$24.8M 0.06%
158,649
-2,671
223
$24.7M 0.06%
1,403,478
-1,170,017
224
$24.5M 0.06%
407,000
-30,000
225
$24M 0.06%
825,853
-33,951
7 8
9
10 11