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
426
$11.1M 0.02%
85,620
+10
427
$11M 0.02%
79,380
-1,157
428
$10.9M 0.02%
71,862
-1,855
429
$10.9M 0.02%
173,285
+63,449
430
$10.8M 0.02%
163,902
-15,618
431
$10.5M 0.02%
113,290
+165
432
$10.4M 0.02%
60,729
-18,101
433
$10.4M 0.02%
+206,483
434
$10.3M 0.02%
108,489
-4,706
435
$10.3M 0.02%
323,688
+2,021
436
$10.2M 0.02%
177,068
+8,974
437
$10.2M 0.02%
151,594
+952
438
$10.2M 0.02%
583,028
+173,387
439
$10.1M 0.02%
183,965
-5,579
440
$10.1M 0.02%
59,368
+7,324
441
$10.1M 0.02%
25,240
+9,624
442
$10.1M 0.02%
250,449
443
$10.1M 0.02%
288,388
+233,204
444
$10M 0.02%
63,710
+21,142
445
$9.98M 0.02%
64,970
-19,259
446
$9.95M 0.02%
741,462
+61,632
447
$9.89M 0.02%
75,429
-1,250
448
$9.88M 0.02%
79,445
+5,230
449
$9.87M 0.02%
182,668
+32,382
450
$9.84M 0.02%
89,385
-1,982
16 17
18
19 20