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
701
$2.61M ﹤0.01%
11,390
-1,405
702
$2.6M ﹤0.01%
18,019
-10,598
703
$2.59M ﹤0.01%
50,509
-741
704
$2.59M ﹤0.01%
208,284
-309,221
705
$2.58M ﹤0.01%
244,367
-119,343
706
$2.56M ﹤0.01%
16,346
-64,914
707
$2.56M ﹤0.01%
38,144
+30,443
708
$2.53M ﹤0.01%
27,822
-25,055
709
$2.52M ﹤0.01%
91,362
-253,234
710
$2.52M ﹤0.01%
90,658
+51,005
711
$2.5M ﹤0.01%
1,019,331
+368,961
712
$2.5M ﹤0.01%
20,286
+16,867
713
$2.5M ﹤0.01%
13,308
+641
714
$2.49M ﹤0.01%
62,139
-630
715
$2.48M ﹤0.01%
10,006
-79
716
$2.48M ﹤0.01%
40,622
+22,373
717
$2.48M ﹤0.01%
50,158
+16,188
718
$2.48M ﹤0.01%
7,564
+634
719
$2.47M ﹤0.01%
34,038
+28,862
720
$2.47M ﹤0.01%
29,128
+4,452
721
$2.46M ﹤0.01%
39,824
+12,211
722
$2.45M ﹤0.01%
74,979
-21,945
723
$2.45M ﹤0.01%
4,629
-1,580
724
$2.44M ﹤0.01%
5,158
-1,277
725
$2.44M ﹤0.01%
28,936
+18,290
27 28
29
30 31