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
451
$9.73M 0.02%
294,140
+30,530
452
$9.69M 0.02%
72,161
+25,511
453
$9.64M 0.01%
57,915
-273,815
454
$9.58M 0.01%
258,332
+203,969
455
$9.51M 0.01%
57,634
-12,622
456
$9.48M 0.01%
+13,930
457
$9.18M 0.01%
34,825
+1,259
458
$9.02M 0.01%
235,745
+208,314
459
$9.01M 0.01%
1,380,696
+493,715
460
$8.92M 0.01%
241,406
+198,822
461
$8.85M 0.01%
1,092,949
-89,064
462
$8.68M 0.01%
200,354
+45,566
463
$8.38M 0.01%
191,149
+116,960
464
$8.38M 0.01%
1,047,719
-46,768
465
$8.35M 0.01%
644,121
+91,219
466
$8.28M 0.01%
533,778
+231,367
467
$8.27M 0.01%
147,910
-48,739
468
$8.23M 0.01%
141,028
+128,090
469
$8.14M 0.01%
151,693
+27,314
470
$8.05M 0.01%
289,517
+20,886
471
$7.97M 0.01%
33,383
-7,972
472
$7.97M 0.01%
167,134
-49,516
473
$7.95M 0.01%
129,997
+4,476
474
$7.94M 0.01%
+198,308
475
$7.92M 0.01%
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