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
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$265M
3
+$172M
4
TRP icon
TC Energy
TRP
+$158M
5
LIN icon
Linde
LIN
+$154M

Top Sells

1
+$141M
2
+$130M
3
+$105M
4
GIB icon
CGI
GIB
+$99M
5
JCI icon
Johnson Controls International
JCI
+$98.2M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.4M 0.05%
209,610
-81,206
277
$17.4M 0.05%
552,900
+156,888
278
$17.4M 0.05%
+1,529,933
279
$17.1M 0.05%
83,777
+10,407
280
$17.1M 0.04%
+185,764
281
$16.9M 0.04%
+664,600
282
$16.9M 0.04%
289,400
+146,400
283
$16.7M 0.04%
442,785
+233,992
284
$16.7M 0.04%
1,366,800
+359,300
285
$16.7M 0.04%
+93,709
286
$16.5M 0.04%
588,634
-578,860
287
$16.5M 0.04%
252,898
+248,435
288
$16.4M 0.04%
+397,846
289
$16.4M 0.04%
473,238
-41,104
290
$16.3M 0.04%
86,447
-28,601
291
$16.3M 0.04%
+515,519
292
$16.3M 0.04%
608,220
+484,400
293
$16.2M 0.04%
+106,727
294
$16M 0.04%
1,417,000
+221,000
295
$15.9M 0.04%
6,561,746
+3,703,375
296
$15.8M 0.04%
+383,492
297
$15.6M 0.04%
284,728
-222,737
298
$15.4M 0.04%
280,573
+1,664
299
$15.3M 0.04%
132,324
+78,474
300
$15M 0.04%
768,164
+157,022
10 11
12
13 14