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
1126
$557K ﹤0.01%
+19,177
1127
$555K ﹤0.01%
118,025
+94,997
1128
$552K ﹤0.01%
+18,176
1129
$548K ﹤0.01%
31,032
+4,124
1130
$548K ﹤0.01%
10,247
+6,049
1131
$547K ﹤0.01%
+22,326
1132
$547K ﹤0.01%
+17,540
1133
$546K ﹤0.01%
5,509
-1,958
1134
$545K ﹤0.01%
16,401
-3,450
1135
$544K ﹤0.01%
+8,416
1136
$543K ﹤0.01%
26,983
-452,455
1137
$541K ﹤0.01%
+45,640
1138
$540K ﹤0.01%
272,846
+250,539
1139
$540K ﹤0.01%
+10,375
1140
$539K ﹤0.01%
7,254
-9,071
1141
$539K ﹤0.01%
9,237
+5,040
1142
$539K ﹤0.01%
76,117
+42,581
1143
$538K ﹤0.01%
42,522
+31,737
1144
$538K ﹤0.01%
10,903
1145
$538K ﹤0.01%
+15,437
1146
$536K ﹤0.01%
1,572
+16
1147
$534K ﹤0.01%
41,555
+29,331
1148
$533K ﹤0.01%
84,115
+13,358
1149
$533K ﹤0.01%
+22,259
1150
$531K ﹤0.01%
+5,588
44 45
46
47 48