Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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
1
$1.43B 3.47%
17,803,461
-430,294
2
$1.31B 3.19%
21,998,410
-614,616
3
$1.24B 3.03%
20,475,408
-266,957
4
$893M 2.17%
3,072,449
-26,448
5
$851M 2.07%
46,225,730
-3,831,826
6
$792M 1.93%
40,614,652
+1,189,449
7
$782M 1.9%
43,758,922
+291,144
8
$669M 1.63%
41,804,749
+9,880,225
9
$615M 1.5%
19,047,830
-288,517
10
$589M 1.43%
11,424,840
-2,715,893
11
$569M 1.39%
4,119,919
+10,675
12
$566M 1.38%
2,973,229
+39,124
13
$563M 1.37%
6,819,383
+321,692
14
$499M 1.21%
8,835,880
-269,144
15
$471M 1.15%
11,633,973
-32,135
16
$467M 1.14%
15,835,083
-69,937
17
$462M 1.12%
5,141,816
-640,556
18
$458M 1.11%
4,001,062
+48,036
19
$401M 0.98%
16,841,918
-1,660,578
20
$397M 0.97%
1,559,975
+103,141
21
$390M 0.95%
4,433,305
-82,477
22
$388M 0.94%
5,812,109
-2,337,808
23
$387M 0.94%
4,645,453
-114,390
24
$369M 0.9%
3,268,334
-150,891
25
$368M 0.9%
10,402,972
+2,537,084
1
2 3 4 5