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
551
$5.79M 0.01%
70,955
+35,230
552
$5.77M 0.01%
178,655
+1,555
553
$5.74M 0.01%
44,564
+38,240
554
$5.67M 0.01%
+210,700
555
$5.63M 0.01%
10,570
-116
556
$5.56M 0.01%
14,538
+2,752
557
$5.54M 0.01%
26,334
+8,730
558
$5.49M 0.01%
102,837
+31,576
559
$5.49M 0.01%
360,221
+220,000
560
$5.38M 0.01%
147,553
+825
561
$5.36M 0.01%
40,266
+11,069
562
$5.33M 0.01%
53,000
+6,800
563
$5.29M 0.01%
90,419
-53,417
564
$5.23M 0.01%
120,535
+5,727
565
$5.21M 0.01%
61,691
+9,305
566
$5.19M 0.01%
9,637
-192
567
$5.18M 0.01%
33,846
+19,759
568
$5.17M 0.01%
37,027
-24,103
569
$5.11M 0.01%
27,600
570
$5.08M 0.01%
47,700
-12,700
571
$5.02M 0.01%
289,870
+52,441
572
$5.01M 0.01%
86,444
+30,468
573
$4.97M 0.01%
259,218
-37,880
574
$4.92M 0.01%
281,427
+226,902
575
$4.91M 0.01%
26,652
+11,775
21 22
23
24 25