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
$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
1
$2.51B 4.32%
27,916,732
-124,864
2
$1.77B 3.04%
28,851,555
+2,720
3
$1.36B 2.34%
3,804,891
+356,608
4
$1.3B 2.23%
12,044,663
+260,003
5
$1.3B 2.23%
5,562,491
-18,122
6
$1.09B 1.88%
55,063,043
+8,888,682
7
$1.08B 1.85%
12,281,455
+992,014
8
$977M 1.68%
14,657,470
-549,880
9
$921M 1.58%
27,865,909
-374,403
10
$890M 1.53%
10,686,234
+36,700
11
$755M 1.3%
15,898,260
-2,017,178
12
$738M 1.27%
31,754,854
+1,381,644
13
$718M 1.23%
5,195,413
-241,771
14
$702M 1.21%
18,959,719
-154,240
15
$686M 1.18%
7,170,066
-85,254
16
$684M 1.18%
16,994,536
+255,377
17
$676M 1.16%
2,951,911
-97,807
18
$665M 1.14%
16,746,525
-174,145
19
$661M 1.14%
2,468,758
-46,960
20
$640M 1.1%
6,015,217
-1,500,466
21
$622M 1.07%
3,950,027
-200,164
22
$611M 1.05%
2,372,787
+20,008
23
$591M 1.02%
13,492,766
-133,184
24
$590M 1.02%
2,648,455
+25,525
25
$582M 1%
3,564,583
-88,056
1
2 3 4 5