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
826
$1.19M ﹤0.01%
22,365
+900
827
$1.18M ﹤0.01%
+17,796
828
$1.18M ﹤0.01%
+13,177
829
$1.17M ﹤0.01%
32,509
+1,348
830
$1.17M ﹤0.01%
16,141
+4,948
831
$1.16M ﹤0.01%
17,662
+7,360
832
$1.16M ﹤0.01%
+53,292
833
$1.15M ﹤0.01%
111,449
-1,033,950
834
$1.14M ﹤0.01%
81,681
+2,600
835
$1.13M ﹤0.01%
8,804
+266
836
$1.13M ﹤0.01%
23,443
+14,135
837
$1.12M ﹤0.01%
10,672
+109
838
$1.12M ﹤0.01%
19,481
+1,068
839
$1.11M ﹤0.01%
3,252
-2
840
$1.11M ﹤0.01%
13,538
-5,494
841
$1.1M ﹤0.01%
29,312
+5,651
842
$1.09M ﹤0.01%
22,022
-2,563
843
$1.09M ﹤0.01%
16,768
+9,385
844
$1.09M ﹤0.01%
122,990
+49,078
845
$1.07M ﹤0.01%
7,616
+333
846
$1.07M ﹤0.01%
24,229
-129,445
847
$1.07M ﹤0.01%
11,582
-925
848
$1.06M ﹤0.01%
+20,533
849
$1.06M ﹤0.01%
12,783
+2,389
850
$1.06M ﹤0.01%
+8,153
32 33
34
35 36