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
776
$1.59M ﹤0.01%
9,228
+2,435
777
$1.59M ﹤0.01%
146,617
+89,421
778
$1.59M ﹤0.01%
64,674
-4,075
779
$1.58M ﹤0.01%
+4,410
780
$1.57M ﹤0.01%
25,837
+4,716
781
$1.56M ﹤0.01%
35,923
+1,882
782
$1.56M ﹤0.01%
105,484
+82,639
783
$1.52M ﹤0.01%
6,596
+61
784
$1.52M ﹤0.01%
4,765
-3,316
785
$1.51M ﹤0.01%
66,359
+1,180
786
$1.5M ﹤0.01%
+14,596
787
$1.45M ﹤0.01%
14,183
+10,010
788
$1.43M ﹤0.01%
6,588
+1,647
789
$1.43M ﹤0.01%
24,772
+9,993
790
$1.41M ﹤0.01%
45,975
+4,471
791
$1.41M ﹤0.01%
125,893
+2,651
792
$1.41M ﹤0.01%
16,248
+5,000
793
$1.4M ﹤0.01%
11,678
-9,314
794
$1.4M ﹤0.01%
14,127
+9,906
795
$1.37M ﹤0.01%
38,969
-238
796
$1.37M ﹤0.01%
25,866
+335
797
$1.36M ﹤0.01%
4,469
+317
798
$1.36M ﹤0.01%
12,088
+604
799
$1.36M ﹤0.01%
14,177
+9,077
800
$1.36M ﹤0.01%
62,571
+4,388
30 31
32
33 34