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
1151
$531K ﹤0.01%
184,265
-33,362
1152
$528K ﹤0.01%
46,343
+35,209
1153
$526K ﹤0.01%
3,722
-198
1154
$523K ﹤0.01%
1,705
-90
1155
$521K ﹤0.01%
3,072
1156
$521K ﹤0.01%
+10,169
1157
$521K ﹤0.01%
+27,426
1158
$519K ﹤0.01%
+13,282
1159
$519K ﹤0.01%
+13,055
1160
$518K ﹤0.01%
20,175
-2,025
1161
$518K ﹤0.01%
+26,371
1162
$518K ﹤0.01%
+15,551
1163
$517K ﹤0.01%
64,433
+44,636
1164
$517K ﹤0.01%
+6,264
1165
$516K ﹤0.01%
+4,139
1166
$516K ﹤0.01%
80,218
+47,690
1167
$515K ﹤0.01%
6,066
-97
1168
$514K ﹤0.01%
1,652
-250
1169
$512K ﹤0.01%
+15,289
1170
$511K ﹤0.01%
3,420
-90
1171
$510K ﹤0.01%
+7,140
1172
$507K ﹤0.01%
40,267
+26,703
1173
$506K ﹤0.01%
+21,915
1174
$502K ﹤0.01%
18,477
-100,123
1175
$502K ﹤0.01%
59,011
+44,222
45 46
47
48 49