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
1026
$292K ﹤0.01%
8,459
+1,547
1027
$291K ﹤0.01%
9,784
+2,213
1028
$290K ﹤0.01%
24,355
+2,173
1029
$290K ﹤0.01%
465
+25
1030
$288K ﹤0.01%
2,502
+142
1031
$287K ﹤0.01%
2,931
-2,116
1032
$286K ﹤0.01%
6,495
-172,713
1033
$285K ﹤0.01%
4,654
-100,600
1034
$285K ﹤0.01%
2,617
+6
1035
$277K ﹤0.01%
2,345
+134
1036
$277K ﹤0.01%
365,767
+235,638
1037
$276K ﹤0.01%
8,505
+473
1038
$275K ﹤0.01%
15,350
+5,000
1039
$275K ﹤0.01%
7,032
-167,336
1040
$274K ﹤0.01%
1,691
+143
1041
$273K ﹤0.01%
112
-8
1042
$273K ﹤0.01%
+5,064
1043
$272K ﹤0.01%
4,390
+224
1044
$269K ﹤0.01%
7,070
+2,220
1045
$268K ﹤0.01%
10,044
+558
1046
$267K ﹤0.01%
9,142
-222
1047
$266K ﹤0.01%
6,388
-99,305
1048
$266K ﹤0.01%
25,500
+3,400
1049
$265K ﹤0.01%
10,900
-5,350
1050
$265K ﹤0.01%
2,763
-14,412
40 41
42
43 44