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
1176
$499K ﹤0.01%
+17,496
1177
$497K ﹤0.01%
12,694
-201
1178
$496K ﹤0.01%
+19,305
1179
$496K ﹤0.01%
5,938
+3,495
1180
$493K ﹤0.01%
+28,030
1181
$490K ﹤0.01%
+263,451
1182
$490K ﹤0.01%
107,223
+76,953
1183
$489K ﹤0.01%
+12,568
1184
$489K ﹤0.01%
67,558
+56,217
1185
$489K ﹤0.01%
32,577
+1,101
1186
$486K ﹤0.01%
13,234
-632
1187
$484K ﹤0.01%
134,051
+93,359
1188
$483K ﹤0.01%
144,463
+3,871
1189
$482K ﹤0.01%
+78,796
1190
$479K ﹤0.01%
7,470
-1,930
1191
$478K ﹤0.01%
+22,749
1192
$477K ﹤0.01%
+29,557
1193
$476K ﹤0.01%
453,369
-8,646
1194
$475K ﹤0.01%
+17,924
1195
$474K ﹤0.01%
+102,443
1196
$474K ﹤0.01%
3,160
1197
$474K ﹤0.01%
+109,874
1198
$472K ﹤0.01%
18,087
+8,459
1199
$471K ﹤0.01%
46,915
-2,949
1200
$471K ﹤0.01%
11,271
-1,353
46 47
48
49 50