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
1101
$587K ﹤0.01%
37,629
-22,312
1102
$584K ﹤0.01%
54,625
+32,580
1103
$581K ﹤0.01%
5,621
+834
1104
$580K ﹤0.01%
+26,869
1105
$579K ﹤0.01%
+136,634
1106
$579K ﹤0.01%
15,271
+9,172
1107
$576K ﹤0.01%
6,569
+3,017
1108
$573K ﹤0.01%
69,366
+43,927
1109
$572K ﹤0.01%
2,430
+374
1110
$571K ﹤0.01%
5,593
+3,319
1111
$571K ﹤0.01%
28,709
-437
1112
$571K ﹤0.01%
+39,729
1113
$570K ﹤0.01%
+17,649
1114
$569K ﹤0.01%
+28,569
1115
$568K ﹤0.01%
+46,260
1116
$566K ﹤0.01%
18,055
+8,345
1117
$565K ﹤0.01%
90,688
+65,708
1118
$563K ﹤0.01%
9,219
-320
1119
$560K ﹤0.01%
+21,020
1120
$560K ﹤0.01%
109,035
+18,402
1121
$560K ﹤0.01%
+42,864
1122
$559K ﹤0.01%
+26,037
1123
$557K ﹤0.01%
30,912
+18,555
1124
$557K ﹤0.01%
134,905
+115,594
1125
$557K ﹤0.01%
20,252
+990
43 44
45
46 47