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
326
$21.4M 0.03%
31,915
+11,239
327
$21.1M 0.03%
421,331
+240,903
328
$20.6M 0.03%
42,411
+6,329
329
$20.4M 0.03%
+586,673
330
$20.3M 0.03%
377,706
-19,500
331
$20.3M 0.03%
622,447
+144,756
332
$20.2M 0.03%
415,048
+70,000
333
$20M 0.03%
204,734
+82,400
334
$19.6M 0.03%
1,553,396
-2,366
335
$19.6M 0.03%
599,935
+27,527
336
$19.3M 0.03%
272,687
+17,066
337
$19.1M 0.03%
62,452
+2,408
338
$19.1M 0.03%
400,980
-67,490
339
$19M 0.03%
260,145
+99,369
340
$18.8M 0.03%
226,681
+121,890
341
$18.8M 0.03%
115,312
-5,514
342
$18.8M 0.03%
3,226,575
-4,493,390
343
$18.7M 0.03%
140,365
-8,016
344
$18.7M 0.03%
25,986
+1,352
345
$18.5M 0.03%
1,164,428
-15,965
346
$18.4M 0.03%
+943,049
347
$18.4M 0.03%
51,379
-1,785
348
$18.3M 0.03%
163,261
-20,069
349
$18M 0.03%
237,937
+72,238
350
$17.9M 0.03%
+296,618
12 13
14
15 16