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
1176
$306K ﹤0.01%
5,643
1177
$304K ﹤0.01%
+41,195
1178
$304K ﹤0.01%
13,608
+1,863
1179
$304K ﹤0.01%
7,694
1180
$302K ﹤0.01%
+2,065
1181
$302K ﹤0.01%
18,833
-79
1182
$301K ﹤0.01%
+4,172
1183
$301K ﹤0.01%
2,389
-12
1184
$300K ﹤0.01%
3,360
1185
$299K ﹤0.01%
3,472
-24,512
1186
$299K ﹤0.01%
5,822
-23,025
1187
$298K ﹤0.01%
+1,506
1188
$297K ﹤0.01%
+47,326
1189
$295K ﹤0.01%
1,600
-754
1190
$295K ﹤0.01%
+3,796
1191
$295K ﹤0.01%
19,674
+3,482
1192
$294K ﹤0.01%
6,533
1193
$293K ﹤0.01%
9,632
1194
$293K ﹤0.01%
6,903
-1,160
1195
$291K ﹤0.01%
1,384
1196
$289K ﹤0.01%
5,393
+204
1197
$288K ﹤0.01%
6,858
1198
$287K ﹤0.01%
2,292
1199
$287K ﹤0.01%
8,376
-3,279
1200
$287K ﹤0.01%
19,164
46 47
48
49 50