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
26
$625M 0.85%
2,695,694
+183,474
27
$606M 0.83%
1,165,053
+19,377
28
$580M 0.79%
1,164,726
-293,001
29
$580M 0.79%
3,614,087
+46,590
30
$572M 0.78%
12,293,961
-2,119,476
31
$562M 0.77%
4,947,789
+2,800,492
32
$560M 0.76%
7,139,408
-1,244,620
33
$553M 0.75%
1,050,291
+218,797
34
$545M 0.74%
1,724,642
-55,291
35
$538M 0.73%
1,498,753
-114,668
36
$515M 0.7%
4,713,654
-182,252
37
$514M 0.7%
13,930,847
+1,331,294
38
$510M 0.7%
1,416,994
+219,451
39
$480M 0.65%
2,883,060
+333,755
40
$470M 0.64%
903,938
-18,118
41
$468M 0.64%
1,012,266
+18,473
42
$462M 0.63%
12,966,689
-804,125
43
$457M 0.62%
4,713,300
+400,800
44
$449M 0.61%
3,105,606
-243,789
45
$444M 0.6%
1,060,008
-231,927
46
$433M 0.59%
2,437,299
+109,046
47
$432M 0.59%
6,835,795
+1,990,520
48
$409M 0.56%
16,142,391
-9,233,885
49
$402M 0.55%
3,341,104
+187,041
50
$397M 0.54%
7,339,794
+263,785
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