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
676
$2.38M 0.01%
+138,300
677
$2.37M 0.01%
121,493
-45,177
678
$2.37M 0.01%
141,725
-383,570
679
$2.35M 0.01%
174,558
-1,321
680
$2.35M 0.01%
50,998
-30,191
681
$2.34M 0.01%
48,300
+33,800
682
$2.34M 0.01%
18,400
+2,150
683
$2.33M 0.01%
21,871
+904
684
$2.32M 0.01%
268,150
+66,350
685
$2.28M 0.01%
139,176
+118,941
686
$2.27M 0.01%
9,239
+7,746
687
$2.26M 0.01%
+101,800
688
$2.23M 0.01%
50,891
-167
689
$2.21M 0.01%
78,966
-14,500
690
$2.2M 0.01%
22,840
+12,055
691
$2.19M 0.01%
121,186
692
$2.18M 0.01%
46,050
693
$2.15M 0.01%
28,364
-290
694
$2.14M 0.01%
39,999
+24,851
695
$2.13M 0.01%
+54,479
696
$2.1M 0.01%
24,714
-43,266
697
$2.08M 0.01%
49,640
+44,879
698
$2.07M 0.01%
9,512
-45,524
699
$2.06M 0.01%
23,107
-21,600
700
$2.06M 0.01%
169,995
+116,904
26 27
28
29 30