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
501
$4.87M 0.01%
217,440
+52,105
502
$4.78M 0.01%
173,005
-488,995
503
$4.76M 0.01%
460,100
+79,600
504
$4.76M 0.01%
+99,599
505
$4.75M 0.01%
+62,048
506
$4.73M 0.01%
70,628
-48,724
507
$4.72M 0.01%
268,911
-2,202
508
$4.7M 0.01%
189,422
-1,195
509
$4.65M 0.01%
95,845
+90,616
510
$4.64M 0.01%
122,231
+92,551
511
$4.63M 0.01%
268,802
+248,668
512
$4.62M 0.01%
+28,906
513
$4.57M 0.01%
54,928
-18,873
514
$4.53M 0.01%
+89,379
515
$4.53M 0.01%
31,638
+29,408
516
$4.53M 0.01%
79,703
+56,100
517
$4.51M 0.01%
+44,009
518
$4.48M 0.01%
759,753
+564,131
519
$4.48M 0.01%
59,969
+39,350
520
$4.44M 0.01%
310,484
-416,040
521
$4.4M 0.01%
238,143
-1,115
522
$4.39M 0.01%
103,971
+93,038
523
$4.37M 0.01%
117,067
+65,532
524
$4.33M 0.01%
69,093
+49,377
525
$4.32M 0.01%
39,706
-59,006
19 20
21
22 23