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
201
$54.4M 0.08%
1,848,918
-433,275
202
$54.3M 0.08%
1,504,737
+104,850
203
$53.9M 0.08%
172,434
-27,798
204
$53.5M 0.08%
111,673
-11,321
205
$53.3M 0.08%
2,572,177
+44,661
206
$53M 0.08%
+2,722,926
207
$52.8M 0.08%
267,048
-15,367
208
$52.2M 0.08%
268,611
-2,403
209
$52M 0.08%
349,150
-20,382
210
$51.5M 0.08%
654,839
+148,586
211
$51.4M 0.08%
667,195
-22,207
212
$50.5M 0.08%
2,641,856
+288,093
213
$50M 0.07%
846,014
-17,411
214
$49.1M 0.07%
1,585,764
+208,771
215
$48.9M 0.07%
641,082
-130,874
216
$48.7M 0.07%
8,440,050
+472,103
217
$48.7M 0.07%
713,337
-129,100
218
$48.3M 0.07%
1,040,461
-422,650
219
$47.9M 0.07%
435,580
-106,870
220
$47.5M 0.07%
233,725
-6,611
221
$47.3M 0.07%
319,222
+21,639
222
$46.7M 0.07%
8,953,104
+3,162,992
223
$45.8M 0.07%
726,086
+50,336
224
$45.5M 0.07%
187,784
-317,815
225
$45M 0.07%
1,557,174
-184,508
7 8
9
10 11