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
726
$2.44M ﹤0.01%
+89,082
727
$2.41M ﹤0.01%
12,874
-744
728
$2.4M ﹤0.01%
49,292
+29,908
729
$2.4M ﹤0.01%
+185,684
730
$2.39M ﹤0.01%
51,890
+7,425
731
$2.38M ﹤0.01%
36,562
+6,640
732
$2.38M ﹤0.01%
28,129
-14,821
733
$2.37M ﹤0.01%
8,302
+2,725
734
$2.35M ﹤0.01%
83,630
-13,662
735
$2.35M ﹤0.01%
23,097
+3,831
736
$2.35M ﹤0.01%
31,347
+7,592
737
$2.35M ﹤0.01%
10,423
-8,262
738
$2.33M ﹤0.01%
127,358
+45,952
739
$2.31M ﹤0.01%
40,942
+2,228
740
$2.31M ﹤0.01%
102,526
+87,557
741
$2.31M ﹤0.01%
23,184
-580
742
$2.3M ﹤0.01%
19,065
-117
743
$2.29M ﹤0.01%
30,026
+17,421
744
$2.28M ﹤0.01%
515,172
-10,075
745
$2.28M ﹤0.01%
120,206
-4,090
746
$2.28M ﹤0.01%
19,142
+13,879
747
$2.27M ﹤0.01%
7,807
+2,168
748
$2.27M ﹤0.01%
91,250
+48,324
749
$2.25M ﹤0.01%
+8,707
750
$2.25M ﹤0.01%
77,329
-400
28 29
30
31 32