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
651
$2.68M 0.01%
1,520,408
-5,150,298
652
$2.67M 0.01%
+69,340
653
$2.65M 0.01%
71,918
-21,215
654
$2.63M 0.01%
97,817
-234,170
655
$2.62M 0.01%
49,638
-317,136
656
$2.62M 0.01%
921,500
657
$2.6M 0.01%
125,224
+102,739
658
$2.59M 0.01%
1,737
+670
659
$2.59M 0.01%
25,904
+21,876
660
$2.57M 0.01%
+86,499
661
$2.55M 0.01%
57,606
-20,100
662
$2.54M 0.01%
746,435
-499,133
663
$2.54M 0.01%
20,958
+10,605
664
$2.54M 0.01%
41,515
+439
665
$2.52M 0.01%
63,602
+41,781
666
$2.52M 0.01%
114,841
-17,179
667
$2.51M 0.01%
+57,359
668
$2.51M 0.01%
+20,184
669
$2.48M 0.01%
67,576
670
$2.47M 0.01%
+40,189
671
$2.45M 0.01%
243,646
-412,939
672
$2.45M 0.01%
76,160
+45,540
673
$2.44M 0.01%
35,157
+1,384
674
$2.42M 0.01%
93,279
+32,611
675
$2.4M 0.01%
130,083
-143,439
25 26
27
28 29