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
726
$2.11M ﹤0.01%
39,070
+11,131
727
$2.11M ﹤0.01%
6,621
+2,882
728
$2.1M ﹤0.01%
+82,548
729
$2.1M ﹤0.01%
30,612
-2,821
730
$2.07M ﹤0.01%
55,233
+42,187
731
$2.05M ﹤0.01%
24,856
-28,575
732
$2.04M ﹤0.01%
45,180
-605
733
$1.99M ﹤0.01%
+174,560
734
$1.98M ﹤0.01%
106,935
+9,913
735
$1.98M ﹤0.01%
13,037
-13
736
$1.98M ﹤0.01%
16,527
-337
737
$1.97M ﹤0.01%
+75,500
738
$1.97M ﹤0.01%
140,495
-14,114
739
$1.95M ﹤0.01%
123,687
+1,014
740
$1.94M ﹤0.01%
+14,663
741
$1.93M ﹤0.01%
44,631
+4,850
742
$1.93M ﹤0.01%
72,271
+3,617
743
$1.92M ﹤0.01%
42,624
+14,217
744
$1.91M ﹤0.01%
15,211
+1,677
745
$1.9M ﹤0.01%
266,694
+1,979
746
$1.89M ﹤0.01%
4,216
-370
747
$1.88M ﹤0.01%
11,291
-1,010
748
$1.86M ﹤0.01%
5,236
+83
749
$1.85M ﹤0.01%
13,940
+3,481
750
$1.85M ﹤0.01%
13,869
+29
28 29
30
31 32