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
451
$11M 0.02%
62,154
+48,334
452
$11M 0.01%
+83,727
453
$10.9M 0.01%
405,022
+395,355
454
$10.9M 0.01%
328,016
-75,522
455
$10.8M 0.01%
341,606
+75,041
456
$10.7M 0.01%
90,272
-77,001
457
$10.7M 0.01%
449,383
-426,905
458
$10.4M 0.01%
609,613
+238,122
459
$10.4M 0.01%
300,652
+165,509
460
$10.3M 0.01%
231,348
+98,539
461
$10.2M 0.01%
463,502
+284,599
462
$10.1M 0.01%
70,069
-2,063
463
$9.96M 0.01%
116,688
-7,311
464
$9.91M 0.01%
93,790
-23,782
465
$9.88M 0.01%
30,499
+21,419
466
$9.74M 0.01%
144,325
-45,886
467
$9.73M 0.01%
737,197
-19,695
468
$9.71M 0.01%
54,851
-148,021
469
$9.69M 0.01%
75,100
+29,134
470
$9.64M 0.01%
+42,719
471
$9.62M 0.01%
250,449
472
$9.62M 0.01%
156,238
+43,289
473
$9.61M 0.01%
265,632
-33,903
474
$9.61M 0.01%
129,845
+23,729
475
$9.6M 0.01%
94,093
+4,424
17 18
19
20 21