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
926
$1.04M ﹤0.01%
79,341
+59,838
927
$1.04M ﹤0.01%
19,024
+7,352
928
$1.03M ﹤0.01%
22,776
+12,967
929
$1.02M ﹤0.01%
98,215
+69,906
930
$1.01M ﹤0.01%
12,611
-89
931
$1.01M ﹤0.01%
7,498
-1,301
932
$1M ﹤0.01%
+5,002
933
$1,000K ﹤0.01%
11,303
+7,195
934
$999K ﹤0.01%
87,906
+38,144
935
$994K ﹤0.01%
7,537
+1,560
936
$991K ﹤0.01%
+57,279
937
$990K ﹤0.01%
8,794
-10,964
938
$988K ﹤0.01%
14,478
-563
939
$987K ﹤0.01%
65,434
-59,877
940
$986K ﹤0.01%
5,737
-1,464
941
$980K ﹤0.01%
2,942
+119
942
$972K ﹤0.01%
26,509
+18,823
943
$969K ﹤0.01%
9,937
-3,741
944
$968K ﹤0.01%
5,366
+47
945
$966K ﹤0.01%
9,135
-2,423
946
$966K ﹤0.01%
56,987
+39,969
947
$965K ﹤0.01%
31,660
-26,350
948
$963K ﹤0.01%
32,181
-295,589
949
$960K ﹤0.01%
+143,517
950
$958K ﹤0.01%
85,175
+51,084
36 37
38
39 40