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
1126
$353K ﹤0.01%
3,701
1127
$352K ﹤0.01%
2,212
+75
1128
$351K ﹤0.01%
+10,944
1129
$351K ﹤0.01%
5,261
-1,729
1130
$350K ﹤0.01%
12,884
-6,675
1131
$349K ﹤0.01%
7,154
+1,331
1132
$349K ﹤0.01%
15,252
1133
$348K ﹤0.01%
16,772
-9,050
1134
$348K ﹤0.01%
+65,973
1135
$346K ﹤0.01%
4,844
+588
1136
$345K ﹤0.01%
+15,472
1137
$345K ﹤0.01%
9,317
1138
$344K ﹤0.01%
+5,729
1139
$344K ﹤0.01%
+12,192
1140
$343K ﹤0.01%
+5,362
1141
$341K ﹤0.01%
3,478
1142
$341K ﹤0.01%
6,141
+1,587
1143
$340K ﹤0.01%
1,854
1144
$339K ﹤0.01%
21,270
-19,929
1145
$339K ﹤0.01%
13,019
+3,540
1146
$338K ﹤0.01%
4,098
+22
1147
$337K ﹤0.01%
9,650
-24,880
1148
$337K ﹤0.01%
49,283
-25,800
1149
$335K ﹤0.01%
5,695
1150
$335K ﹤0.01%
9,198
44 45
46
47 48