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
776
$1.98M ﹤0.01%
32,346
-4,887
777
$1.98M ﹤0.01%
73,151
+52,502
778
$1.97M ﹤0.01%
7,561
+493
779
$1.97M ﹤0.01%
2,830
+386
780
$1.96M ﹤0.01%
5,792
-226
781
$1.96M ﹤0.01%
59,886
+3,787
782
$1.95M ﹤0.01%
+199,774
783
$1.93M ﹤0.01%
9,399
+1,074
784
$1.93M ﹤0.01%
22,840
+1,621
785
$1.92M ﹤0.01%
181,108
-1,381
786
$1.92M ﹤0.01%
68,439
-86,038
787
$1.9M ﹤0.01%
214,026
-4,074
788
$1.89M ﹤0.01%
23,343
+1,755
789
$1.89M ﹤0.01%
59,510
-317
790
$1.89M ﹤0.01%
135,008
-14,919
791
$1.89M ﹤0.01%
18,831
+14,089
792
$1.88M ﹤0.01%
51,968
+29,281
793
$1.88M ﹤0.01%
88,050
-33,870
794
$1.88M ﹤0.01%
9,212
-81
795
$1.86M ﹤0.01%
+4,381
796
$1.85M ﹤0.01%
4,426
-37
797
$1.85M ﹤0.01%
+43,012
798
$1.85M ﹤0.01%
75,931
+52,618
799
$1.84M ﹤0.01%
20,392
+16,420
800
$1.83M ﹤0.01%
23,678
-7,194
30 31
32
33 34