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
626
$3.78M 0.01%
+25,850
627
$3.7M 0.01%
173,005
628
$3.68M 0.01%
58,435
+10,967
629
$3.66M 0.01%
38,921
-43,272
630
$3.63M 0.01%
20,163
+176
631
$3.62M ﹤0.01%
142,022
+9,313
632
$3.62M ﹤0.01%
97,260
-280,615
633
$3.61M ﹤0.01%
28,691
+12,946
634
$3.58M ﹤0.01%
117,821
+36,360
635
$3.55M ﹤0.01%
64,929
-234
636
$3.54M ﹤0.01%
67,756
+7,434
637
$3.54M ﹤0.01%
28,136
-105,183
638
$3.54M ﹤0.01%
38,302
-12,437
639
$3.53M ﹤0.01%
84,106
+8,116
640
$3.53M ﹤0.01%
16,030
-2,982
641
$3.52M ﹤0.01%
5,942
+828
642
$3.49M ﹤0.01%
78,318
+46,203
643
$3.45M ﹤0.01%
48,095
-178
644
$3.44M ﹤0.01%
81,461
+15,265
645
$3.43M ﹤0.01%
37,768
-278
646
$3.39M ﹤0.01%
44,764
+18,580
647
$3.38M ﹤0.01%
19,187
+1,796
648
$3.34M ﹤0.01%
+492,221
649
$3.28M ﹤0.01%
64,918
+52,072
650
$3.26M ﹤0.01%
16,069
+2,540
24 25
26
27 28