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
526
$5.62M 0.01%
40,782
-4,195
527
$5.61M 0.01%
187,349
-72,562
528
$5.6M 0.01%
96,689
+3,996
529
$5.55M 0.01%
26,170
-12,618
530
$5.49M 0.01%
+50,313
531
$5.47M 0.01%
424,007
-54,668
532
$5.45M 0.01%
84,433
-22,267
533
$5.4M 0.01%
140,322
-2,407
534
$5.4M 0.01%
35,821
-12,739
535
$5.38M 0.01%
+57,265
536
$5.32M 0.01%
+175,500
537
$5.3M 0.01%
68,621
-16,798
538
$5.23M 0.01%
24,889
+7,358
539
$5.22M 0.01%
23,626
-818
540
$5.17M 0.01%
25,797
+580
541
$5.17M 0.01%
48,679
-4,102
542
$5.16M 0.01%
290,344
+264,936
543
$5.15M 0.01%
58,675
-406,072
544
$5.14M 0.01%
168,851
-369
545
$5.06M 0.01%
15,333
+6,571
546
$5.05M 0.01%
292,211
+26,076
547
$5.04M 0.01%
92,686
-5,413
548
$5.03M 0.01%
+89,514
549
$5.02M 0.01%
21,969
+152
550
$5.02M 0.01%
57,588
-46,917
20 21
22
23 24