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
326
$23.2M 0.03%
465,904
+88,667
327
$23.1M 0.03%
252,850
+153,078
328
$22.9M 0.03%
214,700
-5,300
329
$22.9M 0.03%
325,759
-98,024
330
$22.8M 0.03%
448,802
-43,404
331
$22.8M 0.03%
1,797,197
-59,830
332
$22.6M 0.03%
50,574
+47,429
333
$22.2M 0.03%
304,654
-3,498
334
$22.2M 0.03%
81,965
+41,597
335
$22.1M 0.03%
546,450
+7,256
336
$21.9M 0.03%
73,292
+19,870
337
$21.9M 0.03%
241,648
-10,036
338
$21.8M 0.03%
359,845
+3,928
339
$21.8M 0.03%
796,135
-523,745
340
$21.7M 0.03%
154,968
+5,048
341
$21.2M 0.03%
173,218
+83,316
342
$20.8M 0.03%
142,282
+27,680
343
$20.8M 0.03%
270,162
+25,560
344
$20.7M 0.03%
785,188
+300,801
345
$20.6M 0.03%
60,226
+19,041
346
$20.6M 0.03%
29,182
-18,893
347
$20.5M 0.03%
185,792
+81,116
348
$20.2M 0.03%
4,720,375
+3,266,096
349
$20.2M 0.03%
86,207
-33,925
350
$20.2M 0.03%
808,811
-271,216
12 13
14
15 16