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
376
$15M 0.02%
436,769
-14,177
377
$15M 0.02%
110,638
-24,026
378
$14.8M 0.02%
193,900
-25,500
379
$14.8M 0.02%
434,415
+36,899
380
$14.8M 0.02%
463,885
+197,322
381
$14.6M 0.02%
186,308
-54,106
382
$14.6M 0.02%
+803,710
383
$14.4M 0.02%
80,689
+12,477
384
$14.2M 0.02%
128,122
-13,690
385
$14M 0.02%
+286,823
386
$14M 0.02%
218,380
+2,512
387
$13.9M 0.02%
+258,274
388
$13.9M 0.02%
128,530
+58,445
389
$13.9M 0.02%
+71,521
390
$13.9M 0.02%
241,389
+6,429
391
$13.6M 0.02%
141,799
-3,565
392
$13.6M 0.02%
153,209
+143,857
393
$13.6M 0.02%
891,751
+50,044
394
$13.4M 0.02%
308,743
+22,013
395
$13.2M 0.02%
129,643
-59,642
396
$13.2M 0.02%
83,206
+1,279
397
$13.1M 0.02%
740,397
-310,533
398
$13.1M 0.02%
6,981,456
-15,047
399
$13.1M 0.02%
231,136
+58,517
400
$13.1M 0.02%
748,360
+5,497
14 15
16
17 18