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
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$265M
3
+$172M
4
TRP icon
TC Energy
TRP
+$158M
5
LIN icon
Linde
LIN
+$154M

Top Sells

1
+$141M
2
+$130M
3
+$105M
4
GIB icon
CGI
GIB
+$99M
5
JCI icon
Johnson Controls International
JCI
+$98.2M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$797K ﹤0.01%
+29,638
852
$794K ﹤0.01%
7,048
+840
853
$789K ﹤0.01%
5,137
-35,041
854
$787K ﹤0.01%
+51,415
855
$784K ﹤0.01%
148,162
856
$779K ﹤0.01%
35,069
857
$772K ﹤0.01%
8,550
-2,196
858
$772K ﹤0.01%
401,523
+21,867
859
$770K ﹤0.01%
14,470
+985
860
$770K ﹤0.01%
15,134
+479
861
$757K ﹤0.01%
53,256
-50
862
$756K ﹤0.01%
18,000
+900
863
$753K ﹤0.01%
12,525
-8,900
864
$741K ﹤0.01%
7,928
+3,490
865
$734K ﹤0.01%
2,440
-765
866
$732K ﹤0.01%
35,750
-215,700
867
$729K ﹤0.01%
5,854
-8,905
868
$724K ﹤0.01%
15,375
+1,385
869
$712K ﹤0.01%
11,806
-9,152
870
$706K ﹤0.01%
+28,715
871
$704K ﹤0.01%
21,994
872
$700K ﹤0.01%
31,654
873
$699K ﹤0.01%
70,020
-770,783
874
$683K ﹤0.01%
5,250
-18,243
875
$683K ﹤0.01%
+17,090
33 34
35
36 37