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
51
$199M 0.52%
6,705,461
-209,644
52
$199M 0.52%
10,827,586
+1,731,694
53
$196M 0.52%
3,826,705
+803,916
54
$193M 0.51%
7,573,480
-5,534,700
55
$184M 0.48%
3,548,120
+726,300
56
$178M 0.47%
5,446,327
+1,520,874
57
$176M 0.46%
1,093,303
+687,703
58
$174M 0.46%
926,082
+221,658
59
$174M 0.46%
854,935
-205,458
60
$171M 0.45%
3,770,625
+632,859
61
$171M 0.45%
2,905,664
-1,101,096
62
$168M 0.44%
3,897,438
+20,920
63
$162M 0.43%
1,896,363
+794,574
64
$161M 0.42%
2,504,441
-189,196
65
$160M 0.42%
939,873
+206,851
66
$154M 0.4%
+984,676
67
$153M 0.4%
3,687,603
+424,540
68
$149M 0.39%
25,626,648
-6,540,036
69
$148M 0.39%
3,235,534
+236,923
70
$147M 0.39%
1,761,775
-90,921
71
$143M 0.38%
4,233,540
+2,122,780
72
$141M 0.37%
498,237
-312,663
73
$140M 0.37%
9,103,828
+3,262,670
74
$135M 0.35%
3,949,622
+429,922
75
$131M 0.35%
958,762
+26,640
1 2
3
4 5