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
451
$6.62M 0.02%
333,516
-282,984
452
$6.57M 0.02%
137,207
+126,676
453
$6.52M 0.02%
158,765
+147,969
454
$6.51M 0.02%
69,396
+39,149
455
$6.48M 0.02%
367,700
456
$6.46M 0.02%
203,422
+6,876
457
$6.46M 0.02%
+62,663
458
$6.45M 0.02%
+133,882
459
$6.38M 0.02%
194,340
+86,570
460
$6.34M 0.02%
+119,254
461
$6.27M 0.02%
1,741,641
-128,182
462
$6.27M 0.02%
211,342
-3,311,598
463
$6.22M 0.02%
94,181
+44,211
464
$6.21M 0.02%
181,389
+1,499
465
$6.2M 0.02%
+126,560
466
$6.17M 0.02%
+53,681
467
$6.13M 0.02%
46,762
+13,985
468
$6.12M 0.02%
92,254
-64,669
469
$6.09M 0.02%
3,172,300
+1,227,300
470
$6M 0.02%
+149,753
471
$5.99M 0.02%
527,758
+490,357
472
$5.87M 0.02%
131,561
-47,055
473
$5.84M 0.02%
+414,470
474
$5.81M 0.02%
+238,500
475
$5.75M 0.02%
80,339
-10,901
17 18
19
20 21