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
1201
$286K ﹤0.01%
2,786
+431
1202
$286K ﹤0.01%
2,320
-6,530
1203
$285K ﹤0.01%
24,822
-1
1204
$283K ﹤0.01%
3,149
-1,150
1205
$283K ﹤0.01%
2,753
-195
1206
$282K ﹤0.01%
8,298
1207
$282K ﹤0.01%
14,394
-81
1208
$281K ﹤0.01%
3,324
-300
1209
$280K ﹤0.01%
7,021
+50
1210
$280K ﹤0.01%
2,069
-300
1211
$279K ﹤0.01%
+3,360
1212
$279K ﹤0.01%
4,824
+233
1213
$279K ﹤0.01%
3,188
-900
1214
$277K ﹤0.01%
4,933
1215
$277K ﹤0.01%
3,162
1216
$276K ﹤0.01%
+12,722
1217
$276K ﹤0.01%
+4,624
1218
$275K ﹤0.01%
41,116
+25,254
1219
$273K ﹤0.01%
+6,927
1220
$273K ﹤0.01%
3,557
1221
$272K ﹤0.01%
11,570
-145
1222
$272K ﹤0.01%
5,588
-72,636
1223
$272K ﹤0.01%
3,092
1224
$272K ﹤0.01%
7,291
-9,800
1225
$271K ﹤0.01%
1,730
47 48
49
50 51