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
1251
$413K ﹤0.01%
20,831
+2,643
1252
$413K ﹤0.01%
+31,497
1253
$412K ﹤0.01%
+7,992
1254
$412K ﹤0.01%
4,054
1255
$411K ﹤0.01%
5,887
+3,831
1256
$410K ﹤0.01%
33,875
-3,149
1257
$409K ﹤0.01%
3,525
1258
$408K ﹤0.01%
43,773
-15,618
1259
$408K ﹤0.01%
152,660
+123,984
1260
$406K ﹤0.01%
+49,822
1261
$405K ﹤0.01%
+23,386
1262
$405K ﹤0.01%
10,806
+41
1263
$404K ﹤0.01%
4,217
-205
1264
$403K ﹤0.01%
+1,584
1265
$400K ﹤0.01%
12,552
-5,120
1266
$400K ﹤0.01%
+3,578
1267
$399K ﹤0.01%
+463,148
1268
$398K ﹤0.01%
18,192
+491
1269
$396K ﹤0.01%
24,896
1270
$395K ﹤0.01%
+10,822
1271
$394K ﹤0.01%
+22,692
1272
$393K ﹤0.01%
4,097
-7,109
1273
$393K ﹤0.01%
7,769
1274
$392K ﹤0.01%
5,964
-4,880
1275
$391K ﹤0.01%
1,545
+68
49 50
51
52 53