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
651
$3.04M ﹤0.01%
57,938
+53,524
652
$3.03M ﹤0.01%
4,113
+91
653
$3.01M ﹤0.01%
43,548
-1,728
654
$2.98M ﹤0.01%
19,327
+3,512
655
$2.97M ﹤0.01%
21,017
-2,227
656
$2.97M ﹤0.01%
102,782
-45,792
657
$2.96M ﹤0.01%
49,398
+2,771
658
$2.95M ﹤0.01%
40,459
+629
659
$2.95M ﹤0.01%
78,413
+11,135
660
$2.92M ﹤0.01%
31,366
+2,025
661
$2.91M ﹤0.01%
8,748
-148
662
$2.89M ﹤0.01%
+51,053
663
$2.86M ﹤0.01%
22,919
-3,439
664
$2.85M ﹤0.01%
75,868
-44
665
$2.85M ﹤0.01%
45,605
+1,002
666
$2.84M ﹤0.01%
28,724
-16,021
667
$2.82M ﹤0.01%
28,656
-80,428
668
$2.8M ﹤0.01%
19,287
+450
669
$2.78M ﹤0.01%
92,319
+2,956
670
$2.77M ﹤0.01%
+103,226
671
$2.76M ﹤0.01%
56,456
+1,865
672
$2.76M ﹤0.01%
+28,862
673
$2.75M ﹤0.01%
34,144
-11,510
674
$2.75M ﹤0.01%
13,572
+9,627
675
$2.74M ﹤0.01%
87,685
-25,800
25 26
27
28 29