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
1201
$470K ﹤0.01%
3,535
1202
$469K ﹤0.01%
+43,005
1203
$468K ﹤0.01%
290,588
-313,542
1204
$468K ﹤0.01%
73,557
-102,562
1205
$466K ﹤0.01%
6,915
-10,623
1206
$466K ﹤0.01%
6,406
+201
1207
$465K ﹤0.01%
21,974
+599
1208
$465K ﹤0.01%
+38,059
1209
$465K ﹤0.01%
+15,214
1210
$464K ﹤0.01%
4,001
+30
1211
$459K ﹤0.01%
15,670
1212
$459K ﹤0.01%
+9,400
1213
$458K ﹤0.01%
362,511
1214
$457K ﹤0.01%
9,897
+5,497
1215
$456K ﹤0.01%
+26,821
1216
$456K ﹤0.01%
+133,471
1217
$456K ﹤0.01%
1,875
+591
1218
$455K ﹤0.01%
1,765
+251
1219
$455K ﹤0.01%
+29,426
1220
$455K ﹤0.01%
10,807
+154
1221
$452K ﹤0.01%
4,396
-399
1222
$449K ﹤0.01%
6,655
1223
$446K ﹤0.01%
+26,989
1224
$445K ﹤0.01%
19,290
-9,151
1225
$445K ﹤0.01%
3,903
-19,370
47 48
49
50 51