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
351
$10.4M 0.03%
32,037
+121
352
$10.4M 0.03%
349,554
-158,531
353
$10.3M 0.03%
199,660
-690,000
354
$10.3M 0.03%
+333,725
355
$10.3M 0.03%
129,669
+122,982
356
$10.3M 0.03%
542,957
+494,445
357
$10.2M 0.03%
18,010
+16,284
358
$10.2M 0.03%
60,599
-131
359
$10.1M 0.03%
140,315
+112,513
360
$10.1M 0.03%
+416,436
361
$10.1M 0.03%
82,846
+17,146
362
$10.1M 0.03%
165,217
+162,136
363
$10M 0.03%
99,545
-81,387
364
$9.93M 0.03%
+441,405
365
$9.9M 0.03%
372,315
+310,368
366
$9.89M 0.03%
72,136
-86,513
367
$9.76M 0.03%
105,236
+54,767
368
$9.74M 0.03%
297,515
+24,177
369
$9.65M 0.03%
+219,874
370
$9.64M 0.03%
369,461
-7,974
371
$9.63M 0.03%
+67,496
372
$9.6M 0.03%
+142,337
373
$9.59M 0.03%
80,070
+418
374
$9.54M 0.03%
162,791
+122,411
375
$9.52M 0.03%
99,736
+63,293
13 14
15
16 17