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
876
$1.32M ﹤0.01%
22,392
877
$1.32M ﹤0.01%
13,306
-1,614
878
$1.31M ﹤0.01%
34,040
-50
879
$1.31M ﹤0.01%
42,502
+25,745
880
$1.3M ﹤0.01%
27,798
+18,904
881
$1.29M ﹤0.01%
19,775
+13,380
882
$1.29M ﹤0.01%
+4,520
883
$1.28M ﹤0.01%
10,066
+3,271
884
$1.28M ﹤0.01%
74,539
+50,660
885
$1.27M ﹤0.01%
22,190
+5,346
886
$1.26M ﹤0.01%
29,706
+18,715
887
$1.25M ﹤0.01%
66,497
+51,560
888
$1.25M ﹤0.01%
20,611
+2,423
889
$1.25M ﹤0.01%
3,392
+1,044
890
$1.24M ﹤0.01%
703,261
-252,655
891
$1.24M ﹤0.01%
11,629
-617
892
$1.24M ﹤0.01%
14,177
+7,076
893
$1.24M ﹤0.01%
+71,256
894
$1.23M ﹤0.01%
66,535
+42,007
895
$1.23M ﹤0.01%
427,387
+395,811
896
$1.23M ﹤0.01%
15,227
+706
897
$1.22M ﹤0.01%
55,145
-6,701
898
$1.22M ﹤0.01%
15,062
+6,266
899
$1.21M ﹤0.01%
+15,188
900
$1.2M ﹤0.01%
37,888
+25,424
34 35
36
37 38