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
876
$939K ﹤0.01%
44,413
+2,899
877
$927K ﹤0.01%
+14,087
878
$923K ﹤0.01%
98,966
+7,089
879
$918K ﹤0.01%
46,054
-13,837
880
$905K ﹤0.01%
18,283
+10,384
881
$901K ﹤0.01%
+134,693
882
$894K ﹤0.01%
93,036
+50,621
883
$889K ﹤0.01%
16,419
+162
884
$884K ﹤0.01%
+36,850
885
$880K ﹤0.01%
+46,869
886
$876K ﹤0.01%
1,828
-661
887
$873K ﹤0.01%
24,974
-258,314
888
$867K ﹤0.01%
16,762
-6,302
889
$859K ﹤0.01%
+37,045
890
$850K ﹤0.01%
+6,614
891
$848K ﹤0.01%
+8,497
892
$847K ﹤0.01%
13,422
+872
893
$837K ﹤0.01%
26,285
+10,669
894
$836K ﹤0.01%
6,024
+28
895
$834K ﹤0.01%
79,407
-3,500
896
$823K ﹤0.01%
97,392
-938
897
$823K ﹤0.01%
451,945
-2,400
898
$820K ﹤0.01%
+13,300
899
$819K ﹤0.01%
63,542
+13,390
900
$810K ﹤0.01%
30,267
+12,717
34 35
36
37 38