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
601
$3.87M 0.01%
+47,149
602
$3.86M 0.01%
17,750
+1,607
603
$3.84M 0.01%
121,520
-56,807
604
$3.82M 0.01%
35,113
+31,852
605
$3.77M 0.01%
206,495
+113,976
606
$3.77M 0.01%
14,450
-65,672
607
$3.75M 0.01%
30,813
-12,147
608
$3.7M 0.01%
50,510
-112,465
609
$3.67M 0.01%
329,400
-17,428
610
$3.67M 0.01%
34,856
+1,352
611
$3.67M 0.01%
7,328
+4,146
612
$3.66M 0.01%
50,543
-4,836
613
$3.64M 0.01%
46,520
-416
614
$3.59M 0.01%
206,481
-9,101
615
$3.58M 0.01%
30,027
+5,490
616
$3.56M 0.01%
22,950
+16,849
617
$3.55M 0.01%
66,539
+1,784
618
$3.55M 0.01%
79,927
+22,937
619
$3.53M 0.01%
24,906
-61,649
620
$3.5M 0.01%
15,479
-380
621
$3.46M 0.01%
98,225
+84,129
622
$3.45M 0.01%
224,502
-50,825
623
$3.43M 0.01%
22,142
+7,034
624
$3.42M 0.01%
9,885
+83
625
$3.4M 0.01%
41,046
-32,196
23 24
25
26 27