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
376
$17.6M 0.02%
390,300
-29,588
377
$17.2M 0.02%
649,913
-96,575
378
$16.9M 0.02%
56,858
+563
379
$16.8M 0.02%
75,089
-19,650
380
$16.7M 0.02%
355,118
-95,395
381
$16.7M 0.02%
242,035
-18,038
382
$16.6M 0.02%
75,120
-26,430
383
$16.6M 0.02%
510,890
-21,505
384
$16.4M 0.02%
12,927
+8,156
385
$16.3M 0.02%
176,451
+301
386
$16.3M 0.02%
90,633
-64,740
387
$16.2M 0.02%
417,746
-24,195
388
$16.2M 0.02%
213,317
-133,487
389
$16.1M 0.02%
145,429
+615
390
$16.1M 0.02%
465,777
-344,957
391
$16.1M 0.02%
142,384
+112,078
392
$16.1M 0.02%
210,081
+26,185
393
$16M 0.02%
130,551
+2,030
394
$15.9M 0.02%
213,916
+70,966
395
$15.9M 0.02%
865,025
-184,845
396
$15.9M 0.02%
1,234,929
-150,508
397
$15.8M 0.02%
7,937
+670
398
$15.7M 0.02%
172,084
+75,417
399
$15.6M 0.02%
271,460
+56,213
400
$15.5M 0.02%
85,437
-883
14 15
16
17 18