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
751
$2.23M ﹤0.01%
25,055
+346
752
$2.21M ﹤0.01%
42,477
+3,102
753
$2.21M ﹤0.01%
26,249
+2,829
754
$2.2M ﹤0.01%
72,646
+2,740
755
$2.19M ﹤0.01%
13,464
+3,148
756
$2.16M ﹤0.01%
279,835
-984
757
$2.11M ﹤0.01%
49,716
+25,605
758
$2.09M ﹤0.01%
104,303
+41,222
759
$2.08M ﹤0.01%
8,859
-10,832
760
$2.08M ﹤0.01%
13,454
-4,416
761
$2.08M ﹤0.01%
6,119
+1,758
762
$2.07M ﹤0.01%
38,058
-5,468
763
$2.07M ﹤0.01%
148,163
-3,990
764
$2.06M ﹤0.01%
9,872
+2,877
765
$2.03M ﹤0.01%
10,985
+4,457
766
$2.03M ﹤0.01%
111,356
+93,294
767
$2.02M ﹤0.01%
117,387
+94,978
768
$2.02M ﹤0.01%
11,874
-310
769
$2.01M ﹤0.01%
1,815
+717
770
$2M ﹤0.01%
14,002
+3,647
771
$2M ﹤0.01%
10,868
+1,109
772
$1.99M ﹤0.01%
10,674
+259
773
$1.99M ﹤0.01%
17,461
+3,867
774
$1.99M ﹤0.01%
642,132
-11,239
775
$1.98M ﹤0.01%
4,268
+236
29 30
31
32 33