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
526
$4.31M 0.01%
297,869
-1,105,609
527
$4.3M 0.01%
82,699
+14,161
528
$4.29M 0.01%
52,000
-17,319
529
$4.28M 0.01%
43,702
+36,560
530
$4.27M 0.01%
273,792
531
$4.25M 0.01%
322,510
-76,290
532
$4.25M 0.01%
185,220
+157,725
533
$4.24M 0.01%
180,888
+165,866
534
$4.23M 0.01%
180,669
+161,685
535
$4.21M 0.01%
214,249
-725
536
$4.21M 0.01%
64,533
+49,995
537
$4.2M 0.01%
+169,917
538
$4.18M 0.01%
+98,582
539
$4.17M 0.01%
293,173
+37,200
540
$4.15M 0.01%
267,947
-872,003
541
$4.14M 0.01%
47,052
+44,547
542
$4.13M 0.01%
78,051
-43,010
543
$4.12M 0.01%
180,070
-29,286
544
$4.06M 0.01%
966,574
+196,702
545
$4.04M 0.01%
468,353
-1,068,272
546
$4.04M 0.01%
101,354
-331
547
$4.04M 0.01%
75,573
+40,626
548
$4.03M 0.01%
254,000
+146,000
549
$4.03M 0.01%
+111,500
550
$4.03M 0.01%
133,885
+109,722
20 21
22
23 24