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
701
$2.4M ﹤0.01%
38,377
+738
702
$2.37M ﹤0.01%
45,253
+6,104
703
$2.36M ﹤0.01%
15,654
+1,105
704
$2.36M ﹤0.01%
107,703
+23,992
705
$2.33M ﹤0.01%
19,182
-9,895
706
$2.31M ﹤0.01%
82,164
-4,868
707
$2.31M ﹤0.01%
126,152
-1,342
708
$2.29M ﹤0.01%
558,358
-4,342
709
$2.29M ﹤0.01%
203,837
-12,555
710
$2.28M ﹤0.01%
20,368
-846
711
$2.25M ﹤0.01%
23,491
-3,761
712
$2.24M ﹤0.01%
10,691
+4,539
713
$2.23M ﹤0.01%
+13,616
714
$2.23M ﹤0.01%
24,196
-27,189
715
$2.22M ﹤0.01%
53,556
+8,284
716
$2.21M ﹤0.01%
22,857
+1,765
717
$2.2M ﹤0.01%
36,895
+1,030
718
$2.18M ﹤0.01%
14,970
+3,571
719
$2.17M ﹤0.01%
376,010
+35,201
720
$2.17M ﹤0.01%
24,619
+1,448
721
$2.13M ﹤0.01%
28,720
-191
722
$2.13M ﹤0.01%
131,987
+12,743
723
$2.13M ﹤0.01%
22,800
+6,986
724
$2.12M ﹤0.01%
6,841
-6,297
725
$2.12M ﹤0.01%
92,939
+13,730
27 28
29
30 31