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
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$265M
3
+$172M
4
TRP icon
TC Energy
TRP
+$158M
5
LIN icon
Linde
LIN
+$154M

Top Sells

1
+$141M
2
+$130M
3
+$105M
4
GIB icon
CGI
GIB
+$99M
5
JCI icon
Johnson Controls International
JCI
+$98.2M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$401K ﹤0.01%
+20,600
977
$400K ﹤0.01%
5,955
-84
978
$399K ﹤0.01%
4,961
-11,288
979
$385K ﹤0.01%
1,738
-3,762
980
$385K ﹤0.01%
59,440
981
$383K ﹤0.01%
+5,204
982
$383K ﹤0.01%
8,023
+567
983
$383K ﹤0.01%
+8,433
984
$381K ﹤0.01%
9,469
+4,336
985
$378K ﹤0.01%
21,941
+800
986
$372K ﹤0.01%
755
-269
987
$371K ﹤0.01%
21,929
+600
988
$362K ﹤0.01%
10,730
-85,924
989
$361K ﹤0.01%
6,793
990
$360K ﹤0.01%
+70,000
991
$359K ﹤0.01%
+7,000
992
$355K ﹤0.01%
26,781
+3,631
993
$352K ﹤0.01%
2,236
+921
994
$350K ﹤0.01%
3,770
-3,600
995
$349K ﹤0.01%
36,387
996
$347K ﹤0.01%
1,399
+11
997
$345K ﹤0.01%
18,425
-275
998
$345K ﹤0.01%
26,396
+1,236
999
$344K ﹤0.01%
+1,650
1000
$337K ﹤0.01%
+11,323
38 39
40
41 42