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
201
$51M 0.09%
5,594,512
-28,583
202
$50.9M 0.09%
4,208,765
-9,400
203
$50.1M 0.09%
368,637
+152,296
204
$49.9M 0.09%
701,618
+44,558
205
$49.8M 0.09%
180,416
+6,337
206
$49.4M 0.08%
546,369
-49,710
207
$48.8M 0.08%
3,330,017
-118,160
208
$47.3M 0.08%
327,722
-7,216
209
$47.3M 0.08%
272,270
-3,929
210
$46.3M 0.08%
794,799
+580,472
211
$46.2M 0.08%
246,097
-126,858
212
$45.8M 0.08%
151,025
-114,612
213
$45.6M 0.08%
932,937
214
$45.6M 0.08%
307,260
+1,818
215
$45.2M 0.08%
4,138,478
-2,849,908
216
$45M 0.08%
132,538
+7,651
217
$44.8M 0.08%
776,739
+148,063
218
$42.4M 0.07%
957,500
+698,500
219
$41.7M 0.07%
9,237,058
+1,253,223
220
$41.7M 0.07%
518,274
+80,678
221
$41.7M 0.07%
434,033
+21,600
222
$41.6M 0.07%
1,096,297
-139,613
223
$40.7M 0.07%
131,074
-8,439
224
$40.1M 0.07%
653,974
+9,120
225
$40.1M 0.07%
831,537
-14,101
7 8
9
10 11