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
326
$12.1M 0.03%
117,949
-34,539
327
$12M 0.03%
21,525,616
+4,323,612
328
$12M 0.03%
2,534,823
-558,751
329
$11.9M 0.03%
+241,846
330
$11.9M 0.03%
128,825
-83,588
331
$11.9M 0.03%
329,208
-525,278
332
$11.8M 0.03%
226,857
+103,988
333
$11.7M 0.03%
80,832
-48,761
334
$11.7M 0.03%
229,344
-64,219
335
$11.7M 0.03%
70,710
+65,561
336
$11.6M 0.03%
249,404
+162,657
337
$11.5M 0.03%
166,692
+88,865
338
$11.4M 0.03%
159,572
+47,685
339
$11.2M 0.03%
503,040
+483,165
340
$11.2M 0.03%
157,529
+39,035
341
$11.1M 0.03%
101,723
-370,172
342
$11.1M 0.03%
87,640
+5,295
343
$10.8M 0.03%
184,450
+50,579
344
$10.7M 0.03%
679,409
-292,683
345
$10.7M 0.03%
234,541
+109,090
346
$10.7M 0.03%
123,742
+57,293
347
$10.7M 0.03%
103,687
+101,751
348
$10.6M 0.03%
523,956
+182,556
349
$10.6M 0.03%
3,627,525
-3,762,764
350
$10.4M 0.03%
251,477
+245,300
12 13
14
15 16