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
826
$1.66M ﹤0.01%
322,604
+151,167
827
$1.64M ﹤0.01%
28,329
+3,633
828
$1.63M ﹤0.01%
46,973
-4,091
829
$1.62M ﹤0.01%
22,947
-7,763
830
$1.62M ﹤0.01%
88,446
+46,996
831
$1.61M ﹤0.01%
23,317
+14,184
832
$1.61M ﹤0.01%
10,815
+5,930
833
$1.61M ﹤0.01%
14,381
+2,619
834
$1.6M ﹤0.01%
3,816
+946
835
$1.6M ﹤0.01%
2,627
+1,050
836
$1.6M ﹤0.01%
3,525
-2,236
837
$1.59M ﹤0.01%
2,766
-254
838
$1.59M ﹤0.01%
+66,399
839
$1.58M ﹤0.01%
14,641
+357
840
$1.57M ﹤0.01%
31,153
+8,620
841
$1.57M ﹤0.01%
33,241
-3,428
842
$1.56M ﹤0.01%
16,665
+2,914
843
$1.55M ﹤0.01%
451,780
+308,409
844
$1.52M ﹤0.01%
48,365
+11,486
845
$1.52M ﹤0.01%
64,907
-222
846
$1.52M ﹤0.01%
230,524
+31,002
847
$1.51M ﹤0.01%
7,658
+1,071
848
$1.5M ﹤0.01%
85,604
-16,714
849
$1.49M ﹤0.01%
8,739
+1,923
850
$1.48M ﹤0.01%
30,725
+14,805
32 33
34
35 36