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
476
$7.8M 0.01%
1,700,655
-27,133
477
$7.76M 0.01%
116,833
+12,729
478
$7.72M 0.01%
101,464
-88,909
479
$7.58M 0.01%
138,291
+74,178
480
$7.57M 0.01%
56,396
+1,497
481
$7.56M 0.01%
209,710
-2,112,759
482
$7.54M 0.01%
85,811
+8,317
483
$7.49M 0.01%
13,391
+804
484
$7.48M 0.01%
178,278
-112,032
485
$7.35M 0.01%
+789,216
486
$7.3M 0.01%
24,864
+741
487
$7.15M 0.01%
280,136
-178,360
488
$7.1M 0.01%
249,403
-121,112
489
$7.09M 0.01%
71,393
+3,107
490
$7.06M 0.01%
67,719
+661
491
$7.01M 0.01%
115,043
+3,261
492
$7.01M 0.01%
175,704
-2,956
493
$7M 0.01%
+211,300
494
$6.72M 0.01%
80,813
-14,162
495
$6.71M 0.01%
58,180
+6,382
496
$6.68M 0.01%
59,096
+37,212
497
$6.65M 0.01%
40,792
+18,420
498
$6.64M 0.01%
39,986
-25,524
499
$6.6M 0.01%
+412,175
500
$6.58M 0.01%
60,072
-53,563
18 19
20
21 22