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
1226
$271K ﹤0.01%
1,310
-24
1227
$271K ﹤0.01%
8,769
1228
$271K ﹤0.01%
1,197
-317
1229
$270K ﹤0.01%
19,341
+6,584
1230
$270K ﹤0.01%
2,869
1231
$268K ﹤0.01%
+6,423
1232
$267K ﹤0.01%
+28,029
1233
$265K ﹤0.01%
+5,913
1234
$265K ﹤0.01%
29,954
-1,153
1235
$264K ﹤0.01%
2,762
1236
$263K ﹤0.01%
7,700
-350
1237
$263K ﹤0.01%
4,083
1238
$263K ﹤0.01%
+4,433
1239
$263K ﹤0.01%
3,097
1240
$262K ﹤0.01%
18,178
1241
$261K ﹤0.01%
1,250
1242
$260K ﹤0.01%
2,804
1243
$260K ﹤0.01%
+17,870
1244
$259K ﹤0.01%
3,051
1245
$258K ﹤0.01%
+1,708
1246
$257K ﹤0.01%
+3,292
1247
$257K ﹤0.01%
20,042
-2,139
1248
$256K ﹤0.01%
3,097
1249
$254K ﹤0.01%
+13,881
1250
$254K ﹤0.01%
6,669
-4,231
48 49
50
51 52