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
801
$1.35M ﹤0.01%
+329,849
802
$1.35M ﹤0.01%
5,773
+2,832
803
$1.34M ﹤0.01%
202,704
+121,223
804
$1.34M ﹤0.01%
7,641
-196
805
$1.32M ﹤0.01%
2,211
+3
806
$1.32M ﹤0.01%
31,045
+8,067
807
$1.31M ﹤0.01%
17,948
-107,691
808
$1.3M ﹤0.01%
184,247
+65,532
809
$1.3M ﹤0.01%
+19,907
810
$1.3M ﹤0.01%
15,689
+12,569
811
$1.29M ﹤0.01%
26,144
+1,016
812
$1.29M ﹤0.01%
17,464
-11,500
813
$1.29M ﹤0.01%
58,628
+39,403
814
$1.28M ﹤0.01%
32,573
+10,665
815
$1.27M ﹤0.01%
40,027
+10,539
816
$1.27M ﹤0.01%
+9,512
817
$1.27M ﹤0.01%
37,241
-6,096
818
$1.25M ﹤0.01%
5,950
+120
819
$1.25M ﹤0.01%
30,541
+2,750
820
$1.25M ﹤0.01%
13,039
+3,021
821
$1.23M ﹤0.01%
78,619
-20,186
822
$1.22M ﹤0.01%
27,100
823
$1.22M ﹤0.01%
10,458
+196
824
$1.22M ﹤0.01%
16,750
-260
825
$1.22M ﹤0.01%
+9,212
31 32
33
34 35