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
51
$295M 0.46%
593,700
+164,745
52
$293M 0.45%
2,812,994
-56,811
53
$289M 0.45%
1,010,248
-29,816
54
$282M 0.44%
7,319,201
-1,807,623
55
$281M 0.43%
1,997,415
+133,257
56
$280M 0.43%
1,529,882
-42,102
57
$276M 0.43%
1,731,011
-116,130
58
$270M 0.42%
2,537,899
+47,005
59
$268M 0.41%
2,452,856
-438,624
60
$262M 0.4%
2,815,504
+153,879
61
$257M 0.4%
1,576,648
-92,136
62
$257M 0.4%
5,734,743
-515,074
63
$249M 0.38%
3,883,820
+196,870
64
$249M 0.38%
5,854,350
+558,947
65
$245M 0.38%
8,837,220
+1,197,430
66
$244M 0.38%
708,542
+337,778
67
$243M 0.38%
2,500,215
-152,103
68
$240M 0.37%
13,749,175
+1,322,481
69
$239M 0.37%
2,245,200
+177,500
70
$238M 0.37%
+1,294,162
71
$236M 0.36%
7,907,207
-1,018,708
72
$235M 0.36%
2,327,844
-44,603
73
$229M 0.35%
3,043,342
+491,756
74
$225M 0.35%
11,143,810
+428,579
75
$222M 0.34%
1,554,692
-67,992
1 2
3
4 5