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
1101
$379K ﹤0.01%
348,383
+5,934
1102
$378K ﹤0.01%
+14,600
1103
$378K ﹤0.01%
+61,144
1104
$377K ﹤0.01%
24,467
1105
$377K ﹤0.01%
2,032
-250
1106
$376K ﹤0.01%
+21,100
1107
$374K ﹤0.01%
284
-32
1108
$374K ﹤0.01%
+2,526
1109
$373K ﹤0.01%
342,510
+4,122
1110
$371K ﹤0.01%
+12,311
1111
$370K ﹤0.01%
+60,571
1112
$369K ﹤0.01%
+6,904
1113
$368K ﹤0.01%
11,759
+643
1114
$368K ﹤0.01%
6,132
+1,410
1115
$364K ﹤0.01%
+1,993
1116
$363K ﹤0.01%
+8,453
1117
$362K ﹤0.01%
4,950
-229
1118
$362K ﹤0.01%
34,427
-12,082
1119
$361K ﹤0.01%
4,720
+726
1120
$361K ﹤0.01%
7,259
-58,870
1121
$360K ﹤0.01%
+3,163
1122
$356K ﹤0.01%
+9,840
1123
$355K ﹤0.01%
4,679
-3,420
1124
$354K ﹤0.01%
+45,950
1125
$354K ﹤0.01%
+4,651
43 44
45
46 47