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
1051
$264K ﹤0.01%
10,059
-114,115
1052
$262K ﹤0.01%
+7,430
1053
$260K ﹤0.01%
12,583
-228,267
1054
$260K ﹤0.01%
15,353
+6,292
1055
$257K ﹤0.01%
9,600
+550
1056
$256K ﹤0.01%
+8,763
1057
$255K ﹤0.01%
19,308
-2,305
1058
$255K ﹤0.01%
8,450
-2,200
1059
$254K ﹤0.01%
+4,801
1060
$253K ﹤0.01%
+3,279
1061
$249K ﹤0.01%
28,550
+2,750
1062
$248K ﹤0.01%
12,014
+812
1063
$246K ﹤0.01%
+4,616
1064
$245K ﹤0.01%
1,897
+173
1065
$245K ﹤0.01%
258
+3
1066
$243K ﹤0.01%
4,093
-5,000
1067
$243K ﹤0.01%
5,961
+452
1068
$243K ﹤0.01%
10,100
1069
$242K ﹤0.01%
+7,060
1070
$241K ﹤0.01%
2,455
+228
1071
$237K ﹤0.01%
2,663
-343
1072
$235K ﹤0.01%
10,840
-105,695
1073
$234K ﹤0.01%
28,696
-19,374
1074
$229K ﹤0.01%
2,868
+97
1075
$228K ﹤0.01%
1,040
41 42
43
44 45