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
526
$6.87M 0.01%
48,039
-37,656
527
$6.85M 0.01%
76,739
+42,894
528
$6.78M 0.01%
147,853
+132,853
529
$6.76M 0.01%
37,027
-1,657
530
$6.71M 0.01%
162,111
+137,514
531
$6.64M 0.01%
+42,723
532
$6.63M 0.01%
71,744
-18,264
533
$6.56M 0.01%
191,602
-1,000
534
$6.55M 0.01%
105,665
+15,639
535
$6.54M 0.01%
55,648
+20,498
536
$6.51M 0.01%
122,765
+24,145
537
$6.46M 0.01%
36,281
+13,488
538
$6.33M 0.01%
59,891
+3,899
539
$6.31M 0.01%
80,728
+755
540
$6.31M 0.01%
29,395
+19,943
541
$6.28M 0.01%
59,361
-102,845
542
$6.24M 0.01%
500,798
-203,699
543
$6.07M 0.01%
13,958
+1,575
544
$5.98M 0.01%
73,026
+5,665
545
$5.94M 0.01%
98,241
+666
546
$5.92M 0.01%
21,234
-313
547
$5.87M 0.01%
14,539
+4,745
548
$5.86M 0.01%
449,214
-395,961
549
$5.84M 0.01%
22,684
-12,609
550
$5.83M 0.01%
22,995
-13,743
20 21
22
23 24