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
351
$17.7M 0.03%
+76,053
352
$17.6M 0.03%
+1,154,153
353
$17.5M 0.03%
242,820
+1,392
354
$17.5M 0.03%
1,049,166
-8,697
355
$17.1M 0.03%
572,419
-27,500
356
$17M 0.03%
450,290
-142,610
357
$16.9M 0.03%
239,961
+181,304
358
$16.9M 0.03%
290,994
-8,686
359
$16.7M 0.03%
97,551
-95
360
$16.7M 0.03%
319,928
-9,454
361
$16.5M 0.03%
+342,730
362
$16.4M 0.03%
602,274
+167,214
363
$16.4M 0.03%
369,555
+122,683
364
$16M 0.02%
143,324
+110,084
365
$16M 0.02%
252,410
+25,046
366
$16M 0.02%
664,784
-6,913
367
$15.9M 0.02%
163,841
-6,442
368
$15.7M 0.02%
198,519
+28,841
369
$15.7M 0.02%
412,600
+102,690
370
$15.6M 0.02%
569,703
+217,207
371
$15.4M 0.02%
79,106
+2,636
372
$15.4M 0.02%
220,079
+27,071
373
$15.3M 0.02%
78,816
+265
374
$15.1M 0.02%
591,609
+5,687
375
$15.1M 0.02%
1,944,797
+275,443
13 14
15
16 17