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
1051
$678K ﹤0.01%
29,891
+18,800
1052
$676K ﹤0.01%
+14,222
1053
$670K ﹤0.01%
132,406
+76,472
1054
$669K ﹤0.01%
33,289
+810
1055
$669K ﹤0.01%
105,628
+46,741
1056
$668K ﹤0.01%
18,281
+12,024
1057
$668K ﹤0.01%
7,871
-1,133
1058
$663K ﹤0.01%
20,365
+13,401
1059
$662K ﹤0.01%
47,109
+23,331
1060
$659K ﹤0.01%
29,889
+1,171
1061
$656K ﹤0.01%
+27,852
1062
$655K ﹤0.01%
+16,996
1063
$654K ﹤0.01%
11,696
+7,276
1064
$651K ﹤0.01%
11,317
-1,029
1065
$651K ﹤0.01%
35,518
+21,371
1066
$647K ﹤0.01%
12,880
+6,182
1067
$646K ﹤0.01%
8,744
-6
1068
$645K ﹤0.01%
17,563
-3,969
1069
$645K ﹤0.01%
9,879
-759
1070
$644K ﹤0.01%
+15,792
1071
$642K ﹤0.01%
+18,836
1072
$638K ﹤0.01%
239,052
+112,820
1073
$638K ﹤0.01%
47,380
+1,896
1074
$637K ﹤0.01%
+23,144
1075
$637K ﹤0.01%
84,662
+55,535
41 42
43
44 45