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
601
$4.27M 0.01%
38,507
-1,971
602
$4.26M 0.01%
178,342
-30,133
603
$4.22M 0.01%
16,962
+3,428
604
$4.21M 0.01%
8,150
+942
605
$4.2M 0.01%
790,031
+725,681
606
$4.19M 0.01%
13,242
+677
607
$4.17M 0.01%
48,497
+101
608
$4.12M 0.01%
187,613
+2,670
609
$4.12M 0.01%
23,693
+3,883
610
$4.07M 0.01%
29,496
-3,381
611
$4.05M 0.01%
77,491
-53,537
612
$4.02M 0.01%
847,949
+16,100
613
$4.01M 0.01%
91,635
-11,650
614
$4.01M 0.01%
128,650
+37,130
615
$3.95M 0.01%
98,532
-2,333
616
$3.94M 0.01%
20,976
+2,361
617
$3.94M 0.01%
34,851
+24,811
618
$3.9M 0.01%
13,460
+5,639
619
$3.9M 0.01%
122,099
-700
620
$3.87M 0.01%
20,730
+506
621
$3.86M 0.01%
+125,389
622
$3.81M 0.01%
49,834
+6,236
623
$3.8M 0.01%
20,590
-22,605
624
$3.79M 0.01%
97,963
+35,642
625
$3.78M 0.01%
64,642
-6,907
23 24
25
26 27