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
1151
$330K ﹤0.01%
12,847
-1,127
1152
$329K ﹤0.01%
1,210
-453
1153
$327K ﹤0.01%
2,874
+1,278
1154
$327K ﹤0.01%
6,175
-1,800
1155
$326K ﹤0.01%
32,164
-752
1156
$325K ﹤0.01%
+5,773
1157
$324K ﹤0.01%
13,065
+300
1158
$322K ﹤0.01%
2,651
1159
$320K ﹤0.01%
3,434
-1,440
1160
$320K ﹤0.01%
9,569
+2,610
1161
$320K ﹤0.01%
3,188
-36
1162
$318K ﹤0.01%
5,985
1163
$317K ﹤0.01%
87,687
+25,224
1164
$317K ﹤0.01%
4,174
+769
1165
$317K ﹤0.01%
+5,250
1166
$316K ﹤0.01%
3,174
1167
$315K ﹤0.01%
+27,182
1168
$315K ﹤0.01%
81,572
+1,168
1169
$314K ﹤0.01%
8,012
+742
1170
$312K ﹤0.01%
9,248
-8,577
1171
$310K ﹤0.01%
8,526
+908
1172
$310K ﹤0.01%
38,241
-2,626
1173
$309K ﹤0.01%
+5,599
1174
$307K ﹤0.01%
24,819
+14,195
1175
$306K ﹤0.01%
+4,606
45 46
47
48 49