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
626
$3.37M 0.01%
+1,098,200
627
$3.36M 0.01%
250,056
+966
628
$3.35M 0.01%
46,316
+1,452
629
$3.32M 0.01%
54,123
+1,018
630
$3.31M 0.01%
+109,900
631
$3.29M 0.01%
75,613
+11,019
632
$3.28M 0.01%
262,289
+7,526
633
$3.27M 0.01%
146,614
-15,582
634
$3.26M 0.01%
23,189
+17,218
635
$3.23M 0.01%
+122,600
636
$3.21M 0.01%
70,179
-1,337
637
$3.19M ﹤0.01%
24,177
-397
638
$3.18M ﹤0.01%
73,456
-3,446
639
$3.17M ﹤0.01%
+313,031
640
$3.17M ﹤0.01%
24,525
+252
641
$3.16M ﹤0.01%
10,566
-4,455
642
$3.15M ﹤0.01%
37,309
-1,010
643
$3.15M ﹤0.01%
30,095
+1,276
644
$3.14M ﹤0.01%
15,364
+4,352
645
$3.14M ﹤0.01%
144,186
+5,228
646
$3.13M ﹤0.01%
8,583
+1,008
647
$3.12M ﹤0.01%
168,705
-98,985
648
$3.09M ﹤0.01%
19,983
-2,644
649
$3.08M ﹤0.01%
105,972
+48,180
650
$3.07M ﹤0.01%
25,123
-72,211
24 25
26
27 28