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
351
$20.1M 0.03%
152,231
+46,497
352
$20M 0.03%
784,759
+641,138
353
$20M 0.03%
82,001
+4,797
354
$19.9M 0.03%
106,635
+4,821
355
$19.5M 0.03%
139,566
-123,896
356
$19.4M 0.03%
217,056
+212,721
357
$19.3M 0.03%
319,388
+242,796
358
$19.1M 0.03%
83,522
+27,575
359
$18.8M 0.03%
171,844
+138,835
360
$18.7M 0.03%
92,774
-37,602
361
$18.6M 0.03%
865,523
-34,891
362
$18.6M 0.03%
483,387
+158,013
363
$18.5M 0.03%
113,222
+42,140
364
$18.4M 0.03%
146,080
-18,972
365
$18.4M 0.03%
45,632
-23,060
366
$18.2M 0.02%
70,885
+8,866
367
$18.2M 0.02%
49,306
-29,871
368
$18.1M 0.02%
343,807
+127,334
369
$18M 0.02%
71,040
-2,479
370
$18M 0.02%
899,091
-73,855
371
$17.9M 0.02%
+1,676,238
372
$17.8M 0.02%
235,979
+49,881
373
$17.8M 0.02%
64,466
-1,880
374
$17.7M 0.02%
399,705
+256,331
375
$17.7M 0.02%
153,490
+6,920
13 14
15
16 17