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
1076
$413K ﹤0.01%
1,645
-1,403
1077
$412K ﹤0.01%
6,417
-141
1078
$412K ﹤0.01%
155,513
-1,374,915
1079
$411K ﹤0.01%
+35,717
1080
$410K ﹤0.01%
9,112
-7,382
1081
$410K ﹤0.01%
5,989
+2,439
1082
$407K ﹤0.01%
+6,431
1083
$407K ﹤0.01%
4,959
-300
1084
$405K ﹤0.01%
+19,325
1085
$404K ﹤0.01%
5,885
+982
1086
$401K ﹤0.01%
11,850
-1
1087
$400K ﹤0.01%
+19,898
1088
$400K ﹤0.01%
1,649
-1,050
1089
$399K ﹤0.01%
6,141
-86
1090
$397K ﹤0.01%
31,004
+8,917
1091
$394K ﹤0.01%
26,700
-89,157
1092
$393K ﹤0.01%
8,511
-2,702
1093
$393K ﹤0.01%
+8,364
1094
$392K ﹤0.01%
+8,805
1095
$392K ﹤0.01%
+7,055
1096
$390K ﹤0.01%
3,871
1097
$387K ﹤0.01%
+26,732
1098
$383K ﹤0.01%
7,915
+700
1099
$382K ﹤0.01%
2,949
-10,586
1100
$381K ﹤0.01%
75,727
+58,084
42 43
44
45 46