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
1026
$500K ﹤0.01%
+34,261
1027
$499K ﹤0.01%
13,652
+2,391
1028
$499K ﹤0.01%
2,962
+25
1029
$498K ﹤0.01%
2,240
-59
1030
$497K ﹤0.01%
6,038
+826
1031
$493K ﹤0.01%
+2,308
1032
$491K ﹤0.01%
58,880
+37,520
1033
$487K ﹤0.01%
12,743
-606
1034
$484K ﹤0.01%
+15,695
1035
$483K ﹤0.01%
29,135
1036
$481K ﹤0.01%
9,718
+259
1037
$476K ﹤0.01%
124,910
+459
1038
$474K ﹤0.01%
15,949
+2,524
1039
$473K ﹤0.01%
21,613
1040
$472K ﹤0.01%
79,177
+31,083
1041
$471K ﹤0.01%
16,446
-7,200
1042
$470K ﹤0.01%
7,280
+1,378
1043
$467K ﹤0.01%
4,827
+1,534
1044
$466K ﹤0.01%
11,816
+2,161
1045
$463K ﹤0.01%
23,329
+3,929
1046
$463K ﹤0.01%
1,795
-12,125
1047
$462K ﹤0.01%
29,797
+6,916
1048
$461K ﹤0.01%
3,226
-84
1049
$459K ﹤0.01%
4,100
-6,590
1050
$459K ﹤0.01%
11,414
+1,300
40 41
42
43 44