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
276
$30.9M 0.05%
127,766
+14,527
277
$30.3M 0.05%
223,880
-151,174
278
$30.3M 0.05%
+1,283,076
279
$29.8M 0.05%
211,526
+516
280
$29.7M 0.05%
841,952
+95,010
281
$29.7M 0.05%
299,168
-7,243
282
$29.6M 0.05%
135,141
+115,773
283
$29.5M 0.05%
63,493
-6,610
284
$29.3M 0.05%
2,805,403
-152,329
285
$29.1M 0.05%
210,890
+9,317
286
$29M 0.04%
+2,019,792
287
$28.9M 0.04%
1,339,086
-416,076
288
$28.9M 0.04%
137,292
+13,435
289
$28.8M 0.04%
150,669
-1,404
290
$28.8M 0.04%
703,780
+53,162
291
$28.6M 0.04%
615,575
-24,304
292
$28.6M 0.04%
377,583
+3,008
293
$27.9M 0.04%
162,861
+13,168
294
$27.8M 0.04%
72,211
+12,963
295
$27.5M 0.04%
731,005
+30,731
296
$27.1M 0.04%
+585,267
297
$26.9M 0.04%
219,117
+34,254
298
$26.8M 0.04%
730,090
+55,734
299
$26.7M 0.04%
772,900
-90,830
300
$26.5M 0.04%
+171,328
10 11
12
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