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
1076
$631K ﹤0.01%
84,086
+52,236
1077
$631K ﹤0.01%
+29,486
1078
$627K ﹤0.01%
13,044
+2,981
1079
$626K ﹤0.01%
3,840
+84
1080
$624K ﹤0.01%
7,311
-103
1081
$622K ﹤0.01%
36,295
+22,551
1082
$614K ﹤0.01%
+33,070
1083
$610K ﹤0.01%
8,819
+4,348
1084
$610K ﹤0.01%
+6,885
1085
$609K ﹤0.01%
+8,150
1086
$605K ﹤0.01%
6,630
1087
$605K ﹤0.01%
+15,860
1088
$605K ﹤0.01%
29,287
-3,125
1089
$603K ﹤0.01%
65,924
+42,239
1090
$601K ﹤0.01%
59,492
+32,145
1091
$599K ﹤0.01%
+44,735
1092
$599K ﹤0.01%
28,236
+4,730
1093
$598K ﹤0.01%
118,885
+86,021
1094
$597K ﹤0.01%
+34,422
1095
$596K ﹤0.01%
+13,937
1096
$594K ﹤0.01%
+28,200
1097
$591K ﹤0.01%
+13,330
1098
$591K ﹤0.01%
13,605
+2,331
1099
$589K ﹤0.01%
64,293
+40,793
1100
$587K ﹤0.01%
14,480
+10,069
42 43
44
45 46