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
1051
$457K ﹤0.01%
2,253
-1,320
1052
$453K ﹤0.01%
+48,260
1053
$444K ﹤0.01%
19,233
1054
$444K ﹤0.01%
+19,365
1055
$444K ﹤0.01%
19,370
-73,390
1056
$443K ﹤0.01%
17,343
+1,357
1057
$442K ﹤0.01%
+40,817
1058
$438K ﹤0.01%
+50,178
1059
$437K ﹤0.01%
20,000
-117,421
1060
$435K ﹤0.01%
33,725
+806
1061
$435K ﹤0.01%
77,990
+964
1062
$434K ﹤0.01%
18,329
-1,450
1063
$433K ﹤0.01%
8,100
-512
1064
$433K ﹤0.01%
58,141
-247
1065
$429K ﹤0.01%
32,876
+5,700
1066
$426K ﹤0.01%
+6,741
1067
$423K ﹤0.01%
11,742
+64
1068
$422K ﹤0.01%
+49,064
1069
$421K ﹤0.01%
11,044
-1,203
1070
$420K ﹤0.01%
1,701
-443
1071
$416K ﹤0.01%
5,754
-221
1072
$415K ﹤0.01%
+3,243
1073
$415K ﹤0.01%
+37,455
1074
$414K ﹤0.01%
+1,770
1075
$414K ﹤0.01%
6,338
+784
41 42
43
44 45