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
576
$4.34M 0.01%
14,167
+4,283
577
$4.32M 0.01%
53,297
+4,512
578
$4.32M 0.01%
342,632
+10,993
579
$4.27M 0.01%
443,625
+170,473
580
$4.26M 0.01%
118,005
-309,519
581
$4.24M 0.01%
33,378
-19,097
582
$4.18M 0.01%
26,915
+17
583
$4.16M 0.01%
41,072
+1,875
584
$4.15M 0.01%
677,903
-23,088
585
$4.14M 0.01%
640,822
-362,782
586
$4.14M 0.01%
93,145
-169,325
587
$4.12M 0.01%
9,615
+1,068
588
$4.1M 0.01%
39,206
+23,734
589
$4.08M 0.01%
43,201
-7,037
590
$4.06M 0.01%
151,591
+2,949
591
$4.01M 0.01%
20,348
-165
592
$4.01M 0.01%
+196,697
593
$4M 0.01%
173,005
594
$3.98M 0.01%
101,072
-90,345
595
$3.95M 0.01%
61,928
+26,741
596
$3.95M 0.01%
34,184
+592
597
$3.95M 0.01%
115,650
+800
598
$3.93M 0.01%
54,847
+3,212
599
$3.91M 0.01%
61,815
-292,910
600
$3.89M 0.01%
31,180
+25,954
22 23
24
25 26