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
976
$596K ﹤0.01%
102,411
+1,038
977
$593K ﹤0.01%
9,700
-1,029
978
$582K ﹤0.01%
+33,573
979
$581K ﹤0.01%
+10,019
980
$580K ﹤0.01%
6,584
+403
981
$574K ﹤0.01%
25,872
+5,750
982
$573K ﹤0.01%
108,489
+31,214
983
$573K ﹤0.01%
41,958
+12,067
984
$569K ﹤0.01%
9,332
-2,950
985
$568K ﹤0.01%
29,741
-11,137
986
$568K ﹤0.01%
119,767
+18,915
987
$568K ﹤0.01%
51,180
+8,490
988
$566K ﹤0.01%
21,149
+4,814
989
$566K ﹤0.01%
12,065
-55,203
990
$564K ﹤0.01%
15,364
+486
991
$562K ﹤0.01%
6,663
+733
992
$559K ﹤0.01%
+17,597
993
$558K ﹤0.01%
21,894
+2,397
994
$552K ﹤0.01%
+4,090
995
$550K ﹤0.01%
+182,615
996
$549K ﹤0.01%
12,734
-1,629
997
$549K ﹤0.01%
2,715
+611
998
$548K ﹤0.01%
1,400
-11
999
$547K ﹤0.01%
+9,256
1000
$546K ﹤0.01%
29,229
+5,510
38 39
40
41 42