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
301
$14.6M 0.04%
+1,051,350
302
$14.5M 0.04%
+371,592
303
$14.4M 0.04%
+206,294
304
$14.2M 0.04%
248,411
+201,839
305
$14.2M 0.04%
368,285
+20,397
306
$14.2M 0.04%
148,468
+101,305
307
$14.1M 0.04%
248,603
+33,283
308
$14.1M 0.04%
+116,000
309
$13.7M 0.04%
695,762
-34,790
310
$13.7M 0.04%
261,533
+29,589
311
$13.6M 0.04%
46,698
+42,616
312
$13.6M 0.04%
182,163
+147,513
313
$13.5M 0.04%
242,861
+138,346
314
$13.5M 0.04%
342,034
+173,709
315
$13.4M 0.04%
84,416
+11,017
316
$13.2M 0.03%
207,704
+186,235
317
$12.9M 0.03%
138,587
+30,850
318
$12.8M 0.03%
147,337
-45,930
319
$12.8M 0.03%
864,388
+465,289
320
$12.7M 0.03%
462,328
+54,600
321
$12.5M 0.03%
+81,300
322
$12.5M 0.03%
386,500
+114,000
323
$12.2M 0.03%
110,298
-29,478
324
$12.2M 0.03%
86,735
-8,313
325
$12.2M 0.03%
107,700
-329,803
11 12
13
14 15