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
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$265M
3
+$172M
4
TRP icon
TC Energy
TRP
+$158M
5
LIN icon
Linde
LIN
+$154M

Top Sells

1
+$141M
2
+$130M
3
+$105M
4
GIB icon
CGI
GIB
+$99M
5
JCI icon
Johnson Controls International
JCI
+$98.2M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$540K ﹤0.01%
136,727
+89,141
927
$536K ﹤0.01%
+8,000
928
$534K ﹤0.01%
938,373
929
$533K ﹤0.01%
7,469
+1,684
930
$526K ﹤0.01%
12,000
931
$522K ﹤0.01%
+11,500
932
$520K ﹤0.01%
35,518
+1,935
933
$514K ﹤0.01%
+18,000
934
$497K ﹤0.01%
28,970
935
$497K ﹤0.01%
26,746
+3,907
936
$497K ﹤0.01%
+3,546
937
$495K ﹤0.01%
8,099
+266
938
$490K ﹤0.01%
1,390
+19
939
$489K ﹤0.01%
+5,350
940
$488K ﹤0.01%
+43,000
941
$486K ﹤0.01%
11,296
-404
942
$484K ﹤0.01%
3,342
-5
943
$483K ﹤0.01%
131,248
+586
944
$483K ﹤0.01%
9,396
945
$481K ﹤0.01%
26,700
946
$480K ﹤0.01%
+7,065
947
$480K ﹤0.01%
+64,022
948
$478K ﹤0.01%
2,939
+82
949
$474K ﹤0.01%
3,955
+33
950
$470K ﹤0.01%
15,800
-87,700
36 37
38
39 40