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
951
$645K ﹤0.01%
14,057
-68,477
952
$642K ﹤0.01%
80,904
+23,273
953
$640K ﹤0.01%
13,088
+5,696
954
$637K ﹤0.01%
5,945
-467
955
$635K ﹤0.01%
7,678
+489
956
$633K ﹤0.01%
3,613
+1,325
957
$633K ﹤0.01%
+27,504
958
$630K ﹤0.01%
5,179
-153
959
$629K ﹤0.01%
46,183
-4,914
960
$627K ﹤0.01%
122,037
+2,474
961
$626K ﹤0.01%
52,490
+15,100
962
$625K ﹤0.01%
149,788
+138,380
963
$624K ﹤0.01%
66,912
+28,874
964
$619K ﹤0.01%
+6,699
965
$619K ﹤0.01%
117,926
-8,221
966
$618K ﹤0.01%
4,345
967
$617K ﹤0.01%
49,295
+14,182
968
$617K ﹤0.01%
59,878
+17,224
969
$614K ﹤0.01%
7,486
+963
970
$605K ﹤0.01%
108,419
+1,488
971
$604K ﹤0.01%
16,545
+4,324
972
$603K ﹤0.01%
4,133
+32
973
$602K ﹤0.01%
6,519
974
$600K ﹤0.01%
78,460
+22,569
975
$596K ﹤0.01%
33,690
+827
37 38
39
40 41