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
901
$1.19M ﹤0.01%
4,429
+1,174
902
$1.19M ﹤0.01%
+42,698
903
$1.19M ﹤0.01%
3,639
-50
904
$1.19M ﹤0.01%
100,432
+48,192
905
$1.19M ﹤0.01%
7,931
+4,267
906
$1.18M ﹤0.01%
52,040
+25,961
907
$1.17M ﹤0.01%
7,539
+1,722
908
$1.16M ﹤0.01%
36,358
-9,127
909
$1.15M ﹤0.01%
+5,669
910
$1.15M ﹤0.01%
49,579
+556
911
$1.14M ﹤0.01%
27,519
-2,687
912
$1.14M ﹤0.01%
44,681
+31,302
913
$1.12M ﹤0.01%
+81,872
914
$1.12M ﹤0.01%
128,810
+107,264
915
$1.11M ﹤0.01%
247,215
+184,910
916
$1.11M ﹤0.01%
29,100
+8,664
917
$1.1M ﹤0.01%
55,121
-17,270
918
$1.1M ﹤0.01%
13,920
-4,995
919
$1.09M ﹤0.01%
23,499
+14,948
920
$1.09M ﹤0.01%
40,534
+20,162
921
$1.09M ﹤0.01%
29,173
+5,045
922
$1.07M ﹤0.01%
+15,000
923
$1.07M ﹤0.01%
+125,444
924
$1.06M ﹤0.01%
10,201
+6,727
925
$1.05M ﹤0.01%
11,900
+9,210
35 36
37
38 39