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
576
$3.75M 0.01%
44,790
+17,599
577
$3.72M 0.01%
69,664
578
$3.72M 0.01%
+93,991
579
$3.72M 0.01%
257,920
+246,764
580
$3.7M 0.01%
+110,257
581
$3.69M 0.01%
+188,088
582
$3.67M 0.01%
61,549
-83,119
583
$3.66M 0.01%
189,358
+59,008
584
$3.6M 0.01%
248,916
+2,906
585
$3.6M 0.01%
357,929
-209,392
586
$3.56M 0.01%
+340,395
587
$3.51M 0.01%
75,535
+62,876
588
$3.5M 0.01%
99,700
-178,600
589
$3.5M 0.01%
79,318
+74,065
590
$3.47M 0.01%
+92,829
591
$3.46M 0.01%
195,830
592
$3.46M 0.01%
95,884
-38,953
593
$3.45M 0.01%
78,225
-2,070
594
$3.45M 0.01%
367,567
+299,283
595
$3.44M 0.01%
231,366
-1,974
596
$3.43M 0.01%
77,525
+56,525
597
$3.43M 0.01%
+209,600
598
$3.4M 0.01%
+78,000
599
$3.4M 0.01%
33,083
+7,368
600
$3.38M 0.01%
+85,474
22 23
24
25 26