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
1251
$254K ﹤0.01%
4,066
-6,295
1252
$254K ﹤0.01%
23,088
-33,510
1253
$253K ﹤0.01%
11,697
1254
$251K ﹤0.01%
4,645
1255
$251K ﹤0.01%
13,337
-1,254
1256
$250K ﹤0.01%
+1,789
1257
$249K ﹤0.01%
+3,311
1258
$248K ﹤0.01%
+3,811
1259
$248K ﹤0.01%
6,086
-274
1260
$247K ﹤0.01%
+1,465
1261
$247K ﹤0.01%
7,562
+1
1262
$246K ﹤0.01%
14,363
+1,317
1263
$246K ﹤0.01%
+7,203
1264
$245K ﹤0.01%
14,381
+22
1265
$244K ﹤0.01%
2,217
-1,559
1266
$244K ﹤0.01%
7,705
-1,196
1267
$243K ﹤0.01%
63,884
+1,022
1268
$243K ﹤0.01%
4,758
1269
$243K ﹤0.01%
8,797
1270
$243K ﹤0.01%
2,250
-1,217
1271
$242K ﹤0.01%
+1,703
1272
$242K ﹤0.01%
3,759
+77
1273
$242K ﹤0.01%
+868
1274
$241K ﹤0.01%
+11,120
1275
$241K ﹤0.01%
+21,436
49 50
51
52 53