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
626
$2.98M 0.01%
65,078
-278
627
$2.97M 0.01%
26,402
+23,517
628
$2.97M 0.01%
35,085
-22,787
629
$2.94M 0.01%
56,695
-6,627
630
$2.94M 0.01%
398,900
-178,950
631
$2.93M 0.01%
13,097
-1,517
632
$2.92M 0.01%
28,528
-227
633
$2.91M 0.01%
82,798
+74,798
634
$2.9M 0.01%
73,515
-616
635
$2.9M 0.01%
47,445
+2,040
636
$2.88M 0.01%
38,173
+33,576
637
$2.84M 0.01%
106,900
-51,000
638
$2.84M 0.01%
205,852
-71,119
639
$2.83M 0.01%
146,727
-166,737
640
$2.81M 0.01%
42,637
+9,404
641
$2.8M 0.01%
85,815
+15,635
642
$2.77M 0.01%
23,545
-5,175
643
$2.75M 0.01%
90,155
-51,569
644
$2.74M 0.01%
1,904,327
-28,582
645
$2.74M 0.01%
186,501
-1,573
646
$2.73M 0.01%
82,887
-267,071
647
$2.72M 0.01%
+772,000
648
$2.7M 0.01%
89,981
-25,933
649
$2.7M 0.01%
33,064
+15,542
650
$2.68M 0.01%
156,572
-106,615
24 25
26
27 28