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
401
$13M 0.02%
323,884
+24,242
402
$13M 0.02%
42,921
+712
403
$12.8M 0.02%
+47,507
404
$12.7M 0.02%
659,217
+159,321
405
$12.7M 0.02%
45,589
-474
406
$12.6M 0.02%
874,656
-3,621
407
$12.6M 0.02%
149,249
-16,623
408
$12.6M 0.02%
580,526
+145,871
409
$12.5M 0.02%
+125,612
410
$12.5M 0.02%
2,247
+77
411
$12.5M 0.02%
145,741
-31,873
412
$12.4M 0.02%
195,300
-2,100
413
$12.3M 0.02%
248,537
-109,506
414
$12.2M 0.02%
138,347
+431
415
$11.9M 0.02%
189,018
+6,235
416
$11.9M 0.02%
458,529
+76,695
417
$11.8M 0.02%
268,185
+31,392
418
$11.8M 0.02%
284,416
-199,488
419
$11.6M 0.02%
96,695
-910
420
$11.6M 0.02%
124,649
-40,014
421
$11.6M 0.02%
+62,018
422
$11.5M 0.02%
81,246
+14,021
423
$11.3M 0.02%
126,220
+120,025
424
$11.3M 0.02%
23,935
-47,755
425
$11.2M 0.02%
276,605
+36,327
15 16
17
18 19