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
$73.4B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,814
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$318M
3
+$304M
4
MSCI icon
MSCI
MSCI
+$245M
5
MSFT icon
Microsoft
MSFT
+$215M

Top Sells

1
+$234M
2
+$198M
3
+$161M
4
SPGI icon
S&P Global
SPGI
+$146M
5
TT icon
Trane Technologies
TT
+$144M

Sector Composition

1 Technology 22.87%
2 Financials 22.07%
3 Industrials 10.93%
4 Healthcare 8.97%
5 Energy 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32.3M 0.04%
198,308
+27,168
277
$31.7M 0.04%
556,650
+64,205
278
$31.6M 0.04%
842,591
-61,659
279
$30.6M 0.04%
479,939
+22,668
280
$30.1M 0.04%
130,201
+42,471
281
$30.1M 0.04%
182,047
+8,239
282
$29.8M 0.04%
66,999
+2,591
283
$29.7M 0.04%
128,843
-8,927
284
$29.5M 0.04%
501,361
+25,366
285
$29.5M 0.04%
233,792
-47,677
286
$29.4M 0.04%
130,639
+29,879
287
$29.3M 0.04%
295,845
-876,144
288
$29.1M 0.04%
765,234
+39,069
289
$29.1M 0.04%
448,048
-126,180
290
$28.9M 0.04%
320,777
+26,211
291
$28.5M 0.04%
238,915
+1,571
292
$28.5M 0.04%
424,137
-264,200
293
$28.4M 0.04%
588,561
+13,215
294
$28.3M 0.04%
243,504
+192,062
295
$27.9M 0.04%
156,371
+38,105
296
$27.5M 0.04%
276,295
+163,494
297
$27.5M 0.04%
446,130
-12,826
298
$26.8M 0.04%
+1,138,044
299
$26.7M 0.04%
159,461
+140,728
300
$26.7M 0.04%
1,319,185
-1,883,195
10 11
12
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