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
501
$8.17M 0.01%
95,938
+8,809
502
$8.16M 0.01%
24,808
+1,194
503
$8.05M 0.01%
131,027
+75,378
504
$7.95M 0.01%
55,338
+19,653
505
$7.84M 0.01%
43,442
-5,594
506
$7.83M 0.01%
213,068
-29,327
507
$7.7M 0.01%
100,179
+10,590
508
$7.62M 0.01%
25,775
+5,264
509
$7.6M 0.01%
701,302
-179,160
510
$7.54M 0.01%
55,221
-31,362
511
$7.52M 0.01%
182,359
+33,166
512
$7.44M 0.01%
77,900
+10,700
513
$7.31M 0.01%
292,924
+30,413
514
$7.21M 0.01%
3,261,615
-2,550,080
515
$7.2M 0.01%
69,561
+9,650
516
$7.19M 0.01%
60,639
+17,296
517
$7.14M 0.01%
+133,802
518
$7.04M 0.01%
64,391
-38,172
519
$7.03M 0.01%
4,162,387
+787,908
520
$7.01M 0.01%
40,049
-28,692
521
$7M 0.01%
63,355
-8,663
522
$6.98M 0.01%
42,857
-204
523
$6.97M 0.01%
+24,067
524
$6.91M 0.01%
52,619
+13,113
525
$6.88M 0.01%
32,742
+6,467
19 20
21
22 23