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
901
$809K ﹤0.01%
18,217
+3,901
902
$809K ﹤0.01%
42,401
+12,197
903
$803K ﹤0.01%
7,222
+4,727
904
$792K ﹤0.01%
29,408
+1,567
905
$785K ﹤0.01%
22,950
+12,069
906
$781K ﹤0.01%
30,908
+8,890
907
$781K ﹤0.01%
57,311
+16,486
908
$777K ﹤0.01%
12,317
+1,861
909
$777K ﹤0.01%
31,448
+9,239
910
$770K ﹤0.01%
+21,382
911
$769K ﹤0.01%
+24,100
912
$768K ﹤0.01%
55,125
+18,337
913
$762K ﹤0.01%
123,001
+1,009
914
$760K ﹤0.01%
7,482
+3,890
915
$758K ﹤0.01%
+201,722
916
$745K ﹤0.01%
54,952
+15,803
917
$739K ﹤0.01%
+149,671
918
$736K ﹤0.01%
102,057
+1,530
919
$730K ﹤0.01%
114,660
+43,315
920
$730K ﹤0.01%
8,134
-24,112
921
$725K ﹤0.01%
3,945
-6,039
922
$725K ﹤0.01%
19,462
+1,530
923
$724K ﹤0.01%
35,141
+10,104
924
$723K ﹤0.01%
63,410
+18,239
925
$723K ﹤0.01%
11,370
+1,279
35 36
37
38 39