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
676
$2.87M ﹤0.01%
16,276
+738
677
$2.86M ﹤0.01%
155,274
+57,354
678
$2.83M ﹤0.01%
21,194
+1,839
679
$2.83M ﹤0.01%
23,262
-9,238
680
$2.8M ﹤0.01%
219,693
+175,292
681
$2.79M ﹤0.01%
8,265
+555
682
$2.78M ﹤0.01%
42,095
-5,934
683
$2.78M ﹤0.01%
26,193
+981
684
$2.78M ﹤0.01%
77,137
+39,493
685
$2.78M ﹤0.01%
2,268
+338
686
$2.75M ﹤0.01%
18,363
+90
687
$2.74M ﹤0.01%
100,774
-19,298
688
$2.74M ﹤0.01%
4,449
+1,996
689
$2.72M ﹤0.01%
19,558
+6,372
690
$2.68M ﹤0.01%
97,757
+57,465
691
$2.68M ﹤0.01%
73,383
+52,006
692
$2.68M ﹤0.01%
30,732
+13,656
693
$2.67M ﹤0.01%
46,604
-249
694
$2.65M ﹤0.01%
14,001
+12,236
695
$2.64M ﹤0.01%
55,692
+19,790
696
$2.64M ﹤0.01%
25,089
-60
697
$2.64M ﹤0.01%
15,571
-12,769
698
$2.63M ﹤0.01%
121,495
+57,239
699
$2.63M ﹤0.01%
90,200
-34,004
700
$2.61M ﹤0.01%
282,080
-58,402
26 27
28
29 30