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
251
$39.1M 0.06%
184,132
-1,261
252
$38.2M 0.06%
758,923
+17,600
253
$38.1M 0.06%
1,020,069
-83,671
254
$38.1M 0.06%
499,586
-147,905
255
$38.1M 0.06%
116,507
-204
256
$37.3M 0.06%
737,892
-6,654
257
$36.9M 0.06%
582,093
+9,316
258
$36.2M 0.06%
599,678
+11,702
259
$35.6M 0.05%
2,537,562
+416,401
260
$35.5M 0.05%
336,327
-7,852
261
$35.1M 0.05%
358,612
-24,891
262
$33.9M 0.05%
76,096
+27,261
263
$33.9M 0.05%
+197,688
264
$33.7M 0.05%
482,904
+20,579
265
$33.5M 0.05%
404,127
-77,024
266
$32.8M 0.05%
669,609
-106,979
267
$32.6M 0.05%
1,440,689
-49
268
$32.3M 0.05%
281,965
-5,720
269
$32.2M 0.05%
126,532
+12,535
270
$31.8M 0.05%
418,707
+158,131
271
$31.7M 0.05%
142,187
-21,006
272
$31.5M 0.05%
964,486
+321,019
273
$31.4M 0.05%
+389,785
274
$31.2M 0.05%
553,838
-19,879
275
$31.1M 0.05%
121,595
-3,158
9 10
11
12 13