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
951
$955K ﹤0.01%
202,263
+58,934
952
$953K ﹤0.01%
+20,145
953
$937K ﹤0.01%
2,657
-191
954
$937K ﹤0.01%
51,065
+32,833
955
$936K ﹤0.01%
4,475
-33
956
$932K ﹤0.01%
167,294
-22,633
957
$930K ﹤0.01%
38,188
+3,598
958
$926K ﹤0.01%
32,732
+20,945
959
$919K ﹤0.01%
8,162
+4,265
960
$918K ﹤0.01%
6,317
+4,851
961
$915K ﹤0.01%
+2,716
962
$914K ﹤0.01%
43,358
+10,764
963
$913K ﹤0.01%
+21,019
964
$913K ﹤0.01%
57,084
+24,282
965
$911K ﹤0.01%
6,625
-9,985
966
$908K ﹤0.01%
7,383
+765
967
$903K ﹤0.01%
41,980
+22,512
968
$902K ﹤0.01%
40,616
+28,917
969
$900K ﹤0.01%
80,397
+17,892
970
$899K ﹤0.01%
17,454
+5,170
971
$893K ﹤0.01%
459,045
-5,970
972
$885K ﹤0.01%
20,248
-5,764
973
$884K ﹤0.01%
52,804
+29,214
974
$874K ﹤0.01%
+19,792
975
$874K ﹤0.01%
6,600
+1,000
37 38
39
40 41