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
1226
$444K ﹤0.01%
184,075
+146,505
1227
$441K ﹤0.01%
53,241
+43,029
1228
$441K ﹤0.01%
129,952
+106,153
1229
$440K ﹤0.01%
5,958
-14,646
1230
$440K ﹤0.01%
+16,114
1231
$438K ﹤0.01%
17,212
-5,225
1232
$437K ﹤0.01%
+6,971
1233
$437K ﹤0.01%
31,318
+27,843
1234
$437K ﹤0.01%
28,894
-33,503
1235
$437K ﹤0.01%
+33,221
1236
$436K ﹤0.01%
9,622
+5,684
1237
$435K ﹤0.01%
5,324
-4
1238
$435K ﹤0.01%
46,581
-380
1239
$434K ﹤0.01%
31,125
1240
$433K ﹤0.01%
2,235
1241
$432K ﹤0.01%
+23,877
1242
$432K ﹤0.01%
+25,253
1243
$428K ﹤0.01%
19,714
1244
$425K ﹤0.01%
+7,764
1245
$425K ﹤0.01%
85,646
+65,528
1246
$421K ﹤0.01%
111,310
+78,070
1247
$419K ﹤0.01%
22,882
-7,233
1248
$418K ﹤0.01%
60,595
+48,621
1249
$416K ﹤0.01%
+1,386
1250
$415K ﹤0.01%
5,071
-303
48 49
50
51 52