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
476
$5.73M 0.02%
162,250
+148,187
477
$5.73M 0.02%
336,063
+219,065
478
$5.72M 0.02%
202,100
479
$5.69M 0.02%
437,366
-137,841
480
$5.69M 0.01%
1,703,720
+1,298,880
481
$5.66M 0.01%
21,057
+9,223
482
$5.66M 0.01%
401,400
-46,300
483
$5.54M 0.01%
97,660
+93,471
484
$5.47M 0.01%
110,134
+80,866
485
$5.44M 0.01%
+109,640
486
$5.43M 0.01%
72,860
-53,500
487
$5.41M 0.01%
18,900
+1,477
488
$5.27M 0.01%
+82,608
489
$5.25M 0.01%
3,652,386
490
$5.21M 0.01%
110,121
+70,011
491
$5.2M 0.01%
96,200
+80,372
492
$5.15M 0.01%
156,140
+143,940
493
$5.07M 0.01%
77,071
+36,591
494
$5.05M 0.01%
47,167
+13,050
495
$5.02M 0.01%
178,487
-729,294
496
$5.02M 0.01%
687,434
+4,834
497
$4.98M 0.01%
113,499
-19,113
498
$4.94M 0.01%
+21,503
499
$4.91M 0.01%
294,815
500
$4.88M 0.01%
94,900
-18,020
18 19
20
21 22