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
$64.1B
AUM Growth
+$4.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Top Buys

1
+$721M
2
+$638M
3
+$450M
4
TT icon
Trane Technologies
TT
+$238M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$149M

Top Sells

1
+$124M
2
+$108M
3
+$102M
4
USB icon
US Bancorp
USB
+$76.2M
5
SLF icon
Sun Life Financial
SLF
+$71.9M

Sector Composition

1 Financials 20.53%
2 Technology 17.86%
3 Industrials 13.26%
4 Healthcare 9.85%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48M 0.07%
18,088
-2,382
227
$47.8M 0.07%
511,920
-1,640
228
$47.7M 0.07%
2,616,264
+542,676
229
$47.5M 0.07%
1,192,181
+314,982
230
$47.5M 0.07%
685,789
+22,421
231
$47.1M 0.07%
694,835
+40,131
232
$46.9M 0.07%
392,839
-674
233
$46.8M 0.07%
+935,777
234
$46.1M 0.07%
662,030
-123,272
235
$44.7M 0.07%
146,114
+658
236
$44.6M 0.07%
1,691,237
-49,589
237
$44.5M 0.07%
1,650,248
+1,434,762
238
$44.4M 0.07%
338,717
+84,600
239
$43.6M 0.07%
9,270,837
-486,117
240
$43.2M 0.07%
+404,563
241
$42.8M 0.07%
914,499
+111,510
242
$41.9M 0.06%
204,941
-1,758
243
$41.7M 0.06%
2,642,973
+202,595
244
$41.3M 0.06%
200,165
-12,598
245
$41.2M 0.06%
383,142
-16,693
246
$40.9M 0.06%
1,563,878
+232,799
247
$40M 0.06%
124,499
-3,175
248
$39.9M 0.06%
685,378
+185,985
249
$39.7M 0.06%
1,020,442
-124,545
250
$39.6M 0.06%
175,104
-96,214
8 9
10
11 12