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
851
$1.05M ﹤0.01%
13,016
+314
852
$1.02M ﹤0.01%
19,435
+7,342
853
$1.02M ﹤0.01%
7,674
+3,648
854
$1.01M ﹤0.01%
17,397
-1,188
855
$1.01M ﹤0.01%
12,197
+2,687
856
$1.01M ﹤0.01%
29,237
+837
857
$1M ﹤0.01%
13,549
+3,062
858
$989K ﹤0.01%
136,838
+98,454
859
$980K ﹤0.01%
14,065
+1,796
860
$977K ﹤0.01%
+17,003
861
$969K ﹤0.01%
14,504
-7,188
862
$966K ﹤0.01%
25,653
+5,680
863
$966K ﹤0.01%
8,780
-10,070
864
$966K ﹤0.01%
+94,500
865
$965K ﹤0.01%
2,720
-28
866
$964K ﹤0.01%
+27,586
867
$961K ﹤0.01%
14,625
-1,729
868
$961K ﹤0.01%
10,776
-23,853
869
$960K ﹤0.01%
11,912
-4,014
870
$959K ﹤0.01%
24,984
+2,109
871
$959K ﹤0.01%
7,705
+2,232
872
$955K ﹤0.01%
18,995
+5,167
873
$948K ﹤0.01%
3,692
+143
874
$945K ﹤0.01%
49,401
+15,867
875
$943K ﹤0.01%
5,797
+479
33 34
35
36 37