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
551
$5.01M 0.01%
140,961
-1,894
552
$5.01M 0.01%
123,512
-30,357
553
$5.01M 0.01%
73,000
-600
554
$4.95M 0.01%
13,175
+424
555
$4.91M 0.01%
24,997
-131,394
556
$4.89M 0.01%
21,849
-1,612
557
$4.89M 0.01%
48,298
+8,829
558
$4.84M 0.01%
1,226,187
-214,386
559
$4.84M 0.01%
61,059
+27,327
560
$4.84M 0.01%
4,168,601
561
$4.76M 0.01%
58,355
+1,909
562
$4.69M 0.01%
310,749
+1,663
563
$4.64M 0.01%
57,469
-134
564
$4.62M 0.01%
+146,496
565
$4.6M 0.01%
45,177
+20,263
566
$4.56M 0.01%
38,576
+1,501
567
$4.51M 0.01%
112,098
-28,520
568
$4.5M 0.01%
95,695
+575
569
$4.45M 0.01%
45,736
+800
570
$4.42M 0.01%
26,291
+8,468
571
$4.4M 0.01%
56,262
-1,649
572
$4.38M 0.01%
255,116
-62,411
573
$4.36M 0.01%
87,754
-67,467
574
$4.34M 0.01%
37,901
-47,201
575
$4.34M 0.01%
25,967
+71
21 22
23
24 25