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
76
$250M 0.34%
643,284
+32,275
77
$248M 0.34%
2,306,297
-238,851
78
$238M 0.32%
5,882,543
+404,095
79
$238M 0.32%
2,574,566
-64,423
80
$237M 0.32%
15,318,376
+278,292
81
$232M 0.32%
2,427,580
+81,744
82
$229M 0.31%
1,897,673
+71,037
83
$216M 0.29%
1,255,292
+71,426
84
$216M 0.29%
379,322
-19,493
85
$212M 0.29%
274,481
+5,577
86
$210M 0.29%
2,935,559
+128,540
87
$208M 0.28%
2,782,150
+55,583
88
$206M 0.28%
1,355,869
+31,875
89
$204M 0.28%
695,264
-20,627
90
$202M 0.27%
3,514,874
+580,118
91
$201M 0.27%
837,917
+21,745
92
$199M 0.27%
2,758,070
-96,595
93
$196M 0.27%
585,861
+293,291
94
$188M 0.26%
12,446,229
+117,568
95
$186M 0.25%
1,935,154
-422,382
96
$184M 0.25%
173,896
+41,058
97
$183M 0.25%
1,835,186
+196,483
98
$181M 0.25%
3,223,154
+1,135,699
99
$180M 0.25%
977,073
+5,805
100
$179M 0.24%
2,877,410
-1,167,174
2 3
4
5 6