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
751
$1.85M ﹤0.01%
24,344
+4,294
752
$1.83M ﹤0.01%
62,113
+1,014
753
$1.82M ﹤0.01%
49,741
-28,489
754
$1.81M ﹤0.01%
57,812
+766
755
$1.78M ﹤0.01%
9,704
+286
756
$1.78M ﹤0.01%
+214,270
757
$1.78M ﹤0.01%
12,464
-851
758
$1.77M ﹤0.01%
34,486
+13,407
759
$1.73M ﹤0.01%
+13,193
760
$1.73M ﹤0.01%
29,135
-5,178
761
$1.71M ﹤0.01%
+163,480
762
$1.71M ﹤0.01%
6,409
-7,807
763
$1.7M ﹤0.01%
32,347
-6,939
764
$1.67M ﹤0.01%
57,670
-1,609
765
$1.66M ﹤0.01%
21,300
-5,427
766
$1.65M ﹤0.01%
12,503
+4,000
767
$1.64M ﹤0.01%
45,435
-115,769
768
$1.63M ﹤0.01%
477,814
769
$1.63M ﹤0.01%
+94,145
770
$1.62M ﹤0.01%
18,684
+174
771
$1.61M ﹤0.01%
25,095
-1,203
772
$1.6M ﹤0.01%
97,002
+1,159
773
$1.6M ﹤0.01%
106,207
+26,812
774
$1.6M ﹤0.01%
13,524
+186
775
$1.6M ﹤0.01%
30,869
-902
29 30
31
32 33