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
676
$2.74M ﹤0.01%
127,494
+17,784
677
$2.74M ﹤0.01%
+66,390
678
$2.73M ﹤0.01%
139,816
-30,309
679
$2.72M ﹤0.01%
29,377
-23,016
680
$2.71M ﹤0.01%
+84,865
681
$2.71M ﹤0.01%
13,639
+4,650
682
$2.7M ﹤0.01%
78,060
-54,355
683
$2.7M ﹤0.01%
88,856
-23,978
684
$2.67M ﹤0.01%
+162,699
685
$2.66M ﹤0.01%
45,475
+6,941
686
$2.65M ﹤0.01%
19,329
-1,697
687
$2.65M ﹤0.01%
13,611
-375
688
$2.65M ﹤0.01%
75,021
+957
689
$2.65M ﹤0.01%
+38,984
690
$2.62M ﹤0.01%
14,634
-19,025
691
$2.61M ﹤0.01%
42,066
+316
692
$2.6M ﹤0.01%
118,164
+67,569
693
$2.57M ﹤0.01%
11,092
-238
694
$2.53M ﹤0.01%
86,084
-11,141
695
$2.49M ﹤0.01%
5,990
-575
696
$2.47M ﹤0.01%
61,326
+21,659
697
$2.42M ﹤0.01%
16,511
+842
698
$2.42M ﹤0.01%
+12,062
699
$2.41M ﹤0.01%
7,945
-5,733
700
$2.4M ﹤0.01%
81,565
-940
26 27
28
29 30