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
926
$721K ﹤0.01%
26,318
+6,013
927
$721K ﹤0.01%
34,467
+5,208
928
$707K ﹤0.01%
56,030
+16,258
929
$706K ﹤0.01%
40,547
+29,811
930
$704K ﹤0.01%
203,965
+58,688
931
$703K ﹤0.01%
101,024
+29,063
932
$702K ﹤0.01%
37,941
-3,084
933
$693K ﹤0.01%
31,218
-15,494
934
$691K ﹤0.01%
52,135
+15,001
935
$676K ﹤0.01%
2,992
+92
936
$676K ﹤0.01%
2,778
-335
937
$673K ﹤0.01%
+27,054
938
$671K ﹤0.01%
59,509
+17,114
939
$671K ﹤0.01%
8,440
+53
940
$669K ﹤0.01%
11,219
+868
941
$669K ﹤0.01%
174,307
+4,058
942
$665K ﹤0.01%
13,729
+7,800
943
$664K ﹤0.01%
62,582
+18,002
944
$662K ﹤0.01%
26,160
+14,715
945
$659K ﹤0.01%
2,603
+190
946
$659K ﹤0.01%
20,343
+8,414
947
$658K ﹤0.01%
+27,703
948
$656K ﹤0.01%
34,907
+10,042
949
$650K ﹤0.01%
7,451
+1,275
950
$649K ﹤0.01%
7,864
+2,129
36 37
38
39 40