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
976
$872K ﹤0.01%
31,914
+21,234
977
$863K ﹤0.01%
44,965
-1,370
978
$852K ﹤0.01%
155,262
+11,649
979
$848K ﹤0.01%
+7,624
980
$846K ﹤0.01%
40,956
+1,743
981
$845K ﹤0.01%
497
+162
982
$838K ﹤0.01%
10,166
-926
983
$835K ﹤0.01%
24,778
-21,173
984
$832K ﹤0.01%
4,092
-124
985
$832K ﹤0.01%
17,396
-1,442
986
$831K ﹤0.01%
119,071
+2,755
987
$830K ﹤0.01%
34,940
+15,529
988
$830K ﹤0.01%
9,609
-1,142
989
$830K ﹤0.01%
107,767
+59,251
990
$827K ﹤0.01%
36,275
+8,012
991
$827K ﹤0.01%
23,710
+14,567
992
$825K ﹤0.01%
117,977
+20,624
993
$824K ﹤0.01%
21,349
+13,575
994
$819K ﹤0.01%
+29,285
995
$817K ﹤0.01%
18,688
+9,677
996
$817K ﹤0.01%
450,247
+17,087
997
$817K ﹤0.01%
77,764
+56,552
998
$812K ﹤0.01%
3,389
+930
999
$810K ﹤0.01%
+25,872
1000
$809K ﹤0.01%
7,487
-398
38 39
40
41 42