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
1026
$733K ﹤0.01%
39,617
+16,009
1027
$730K ﹤0.01%
20,492
+10,831
1028
$725K ﹤0.01%
18,461
+8,689
1029
$721K ﹤0.01%
34,531
+19,705
1030
$717K ﹤0.01%
44,453
+32,130
1031
$714K ﹤0.01%
31,398
-2,979
1032
$713K ﹤0.01%
+3,574
1033
$712K ﹤0.01%
+160,831
1034
$711K ﹤0.01%
127,166
+4,792
1035
$710K ﹤0.01%
140,133
+101,841
1036
$710K ﹤0.01%
10,310
-1,062
1037
$704K ﹤0.01%
36,177
+25,071
1038
$704K ﹤0.01%
29,096
+8,977
1039
$700K ﹤0.01%
14,409
+3,479
1040
$700K ﹤0.01%
30,966
+21,724
1041
$698K ﹤0.01%
9,872
+4,290
1042
$696K ﹤0.01%
9,593
-1,693
1043
$693K ﹤0.01%
10,287
-546
1044
$691K ﹤0.01%
13,937
1045
$689K ﹤0.01%
+33,010
1046
$683K ﹤0.01%
4,317
+1,092
1047
$683K ﹤0.01%
323
-347
1048
$682K ﹤0.01%
+21,172
1049
$680K ﹤0.01%
60,259
+46,996
1050
$678K ﹤0.01%
16,115
+11,825
40 41
42
43 44