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
851
$1.47M ﹤0.01%
19,960
+7,697
852
$1.47M ﹤0.01%
20,460
+10,411
853
$1.46M ﹤0.01%
10,167
+3,228
854
$1.46M ﹤0.01%
6,976
+677
855
$1.45M ﹤0.01%
17,142
+12,874
856
$1.45M ﹤0.01%
51,392
-122,979
857
$1.45M ﹤0.01%
7,834
+2,642
858
$1.44M ﹤0.01%
15,449
+6,412
859
$1.43M ﹤0.01%
13,243
-6,307
860
$1.42M ﹤0.01%
72,391
+33,728
861
$1.41M ﹤0.01%
10,241
-1,092
862
$1.41M ﹤0.01%
63,372
+1,035
863
$1.4M ﹤0.01%
41,164
-65,968
864
$1.38M ﹤0.01%
44,270
+30,794
865
$1.38M ﹤0.01%
59,663
+23,649
866
$1.37M ﹤0.01%
5,462
+357
867
$1.37M ﹤0.01%
+236,339
868
$1.36M ﹤0.01%
+33,321
869
$1.36M ﹤0.01%
81,502
-35,510
870
$1.35M ﹤0.01%
89,993
+54,475
871
$1.35M ﹤0.01%
10,346
+7,554
872
$1.35M ﹤0.01%
+12,687
873
$1.34M ﹤0.01%
353,306
+13,089
874
$1.33M ﹤0.01%
5,731
+1,854
875
$1.33M ﹤0.01%
23,153
+18,480
33 34
35
36 37