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
576
$4.86M 0.01%
27,405
+2,449
577
$4.86M 0.01%
102,261
+19,942
578
$4.84M 0.01%
42,439
+5,233
579
$4.81M 0.01%
280,479
+12,701
580
$4.76M 0.01%
+618,750
581
$4.73M 0.01%
15,113
+741
582
$4.73M 0.01%
+115,887
583
$4.69M 0.01%
90,437
+20,559
584
$4.66M 0.01%
54,274
+11,467
585
$4.63M 0.01%
61,790
-77,423
586
$4.62M 0.01%
+81,443
587
$4.61M 0.01%
19,630
+91
588
$4.6M 0.01%
54,068
-38,892
589
$4.57M 0.01%
39,348
+1,883
590
$4.56M 0.01%
123,143
-143,733
591
$4.55M 0.01%
+611,514
592
$4.51M 0.01%
60,759
+2,686
593
$4.5M 0.01%
25,957
-135
594
$4.48M 0.01%
39,130
+2,500
595
$4.46M 0.01%
328,804
-3,880
596
$4.46M 0.01%
127,406
+45,848
597
$4.45M 0.01%
18,519
-920
598
$4.32M 0.01%
1,180,945
+1,073,114
599
$4.29M 0.01%
27,590
+4,309
600
$4.27M 0.01%
7,181
+928
22 23
24
25 26