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
501
$6.48M 0.01%
40,480
-5,309
502
$6.43M 0.01%
26,423
+256
503
$6.41M 0.01%
+63,559
504
$6.37M 0.01%
151,732
-161,036
505
$6.37M 0.01%
12,731
-714
506
– –
0
507
$6.29M 0.01%
8,954
+8,303
508
$6.23M 0.01%
37,657
+3,622
509
$6.22M 0.01%
113,142
+59,211
510
$6.17M 0.01%
+452,027
511
$6.14M 0.01%
80,769
-99,323
512
$6.1M 0.01%
727,091
-880,143
513
$6.1M 0.01%
54,016
+30,377
514
$6.07M 0.01%
98,023
-13,456
515
$6.01M 0.01%
67,094
+2,343
516
$5.98M 0.01%
53,704
+34,433
517
$5.9M 0.01%
383,915
-16,231
518
$5.85M 0.01%
73,459
+20,488
519
$5.84M 0.01%
192,522
+135,900
520
$5.84M 0.01%
17,472
-411
521
$5.73M 0.01%
28,317
-5,826
522
$5.7M 0.01%
203,810
+99,684
523
$5.65M 0.01%
+58,863
524
$5.64M 0.01%
47,930
+41,165
525
$5.64M 0.01%
443,001
-1,011,991
19 20
21
22 23