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
401
$15.5M 0.02%
177,013
+59,206
402
$15.2M 0.02%
1,671,128
+333,559
403
$15.2M 0.02%
270,415
+69,771
404
$15.2M 0.02%
115,618
+79,241
405
$15.1M 0.02%
118,965
+27,090
406
$15.1M 0.02%
520,513
+1,652
407
$15M 0.02%
193,878
+157,905
408
$14.6M 0.02%
42,703
-1,796
409
$14.6M 0.02%
304,816
+127,583
410
$14.6M 0.02%
379,967
+48,705
411
$14.5M 0.02%
220,661
+147,927
412
$14.4M 0.02%
322,454
+315,496
413
$13.6M 0.02%
68,735
-11,776
414
$13.4M 0.02%
173,974
-10,499
415
$13.3M 0.02%
789,877
-18,177
416
$13.3M 0.02%
109,479
+26,103
417
$13.1M 0.02%
298,544
-13,204
418
$13.1M 0.02%
1,599,913
+171,136
419
$13.1M 0.02%
138,827
+79,985
420
$13.1M 0.02%
+192,455
421
$13M 0.02%
308,615
-14,532
422
$13M 0.02%
154,160
-54,769
423
$12.8M 0.02%
506,122
+488,850
424
$12.8M 0.02%
197,262
+172,236
425
$12.7M 0.02%
20,124
-6,808
15 16
17
18 19