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
551
$4.01M 0.01%
412,600
552
$3.99M 0.01%
233,900
-298,100
553
$3.98M 0.01%
+95,532
554
$3.97M 0.01%
111,802
-31,383
555
$3.96M 0.01%
26,340
+2,704
556
$3.95M 0.01%
192,024
-349,887
557
$3.94M 0.01%
+200,447
558
$3.94M 0.01%
189,256
559
$3.94M 0.01%
13,900
-100
560
$3.94M 0.01%
448,488
+319,922
561
$3.93M 0.01%
+103,344
562
$3.91M 0.01%
+61,161
563
$3.91M 0.01%
272,719
+234,285
564
$3.9M 0.01%
116,640
+100,352
565
$3.89M 0.01%
+88,447
566
$3.86M 0.01%
288,389
-93,027
567
$3.85M 0.01%
83,776
+76,681
568
$3.84M 0.01%
149,345
+140,592
569
$3.81M 0.01%
60,063
-30,145
570
$3.8M 0.01%
9,950
-3,759
571
$3.8M 0.01%
76,376
-58,622
572
$3.79M 0.01%
+70,327
573
$3.79M 0.01%
30,575
+24,102
574
$3.78M 0.01%
87,997
-641
575
$3.78M 0.01%
+74,394
21 22
23
24 25