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
401
$8.41M 0.02%
523,100
-76,700
402
$8.36M 0.02%
+330,848
403
$8.3M 0.02%
172,990
-34,689
404
$8.3M 0.02%
89,224
+46,313
405
$8.25M 0.02%
128,800
406
$8.2M 0.02%
107,215
+52,177
407
$8.19M 0.02%
75,334
-261,173
408
$8.16M 0.02%
+126,727
409
$8.14M 0.02%
79,047
+75,556
410
$8.06M 0.02%
257,000
-94,950
411
$8.05M 0.02%
46,281
+33,950
412
$8.02M 0.02%
109,676
+65,513
413
$7.97M 0.02%
212,848
+62,547
414
$7.95M 0.02%
165,056
-240,317
415
$7.92M 0.02%
104,800
416
$7.85M 0.02%
67,316
+20,456
417
$7.78M 0.02%
286,900
+74,400
418
$7.72M 0.02%
2,383,148
-1,621,698
419
$7.63M 0.02%
+294,562
420
$7.62M 0.02%
117,450
+39,850
421
$7.59M 0.02%
+343,549
422
$7.59M 0.02%
91,473
-8,886
423
$7.57M 0.02%
+40,707
424
$7.46M 0.02%
+141,686
425
$7.39M 0.02%
503,000
15 16
17
18 19