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
426
$12.6M 0.02%
74,276
+8,369
427
$12.4M 0.02%
1,519
-213
428
$12.4M 0.02%
29,178
-68,083
429
$12.3M 0.02%
600,134
-5,344
430
$12.3M 0.02%
117,732
+7,830
431
$12.2M 0.02%
378,935
+41,560
432
$12.1M 0.02%
+130,903
433
$12M 0.02%
58,313
-1,813
434
$12M 0.02%
54,129
-52,934
435
$12M 0.02%
321,456
+308,715
436
$11.8M 0.02%
120,726
+229
437
$11.8M 0.02%
104,187
+20,496
438
$11.8M 0.02%
+70,155
439
$11.8M 0.02%
2,075,826
+269,228
440
$11.8M 0.02%
90,822
+78,807
441
$11.8M 0.02%
54,699
-35,765
442
$11.7M 0.02%
284,377
-262,208
443
$11.6M 0.02%
241,234
-11,334
444
$11.6M 0.02%
382,642
+40,476
445
$11.5M 0.02%
124,179
-23,518
446
$11.5M 0.02%
157,944
+72,875
447
$11.4M 0.02%
86,781
+14,172
448
$11.1M 0.02%
99,250
+288
449
$11.1M 0.02%
747,250
+231,515
450
$11.1M 0.02%
1,604,094
+1,342,509
16 17
18
19 20