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
1276
$241K ﹤0.01%
22,650
-5,930
1277
$241K ﹤0.01%
+5,874
1278
$240K ﹤0.01%
6,842
1279
$239K ﹤0.01%
24,974
-179
1280
$239K ﹤0.01%
1,807
-191
1281
$238K ﹤0.01%
1,884
+8
1282
$238K ﹤0.01%
1,172
1283
$237K ﹤0.01%
10,330
+1,355
1284
$237K ﹤0.01%
13,445
-5,814
1285
$236K ﹤0.01%
16,649
+1,600
1286
$236K ﹤0.01%
3,771
1287
$236K ﹤0.01%
+974
1288
$236K ﹤0.01%
1,547
-63
1289
$235K ﹤0.01%
11,334
1290
$233K ﹤0.01%
13,797
1291
$233K ﹤0.01%
+3,229
1292
$232K ﹤0.01%
8,655
+9
1293
$232K ﹤0.01%
59,570
+28,361
1294
$232K ﹤0.01%
7,444
+250
1295
$231K ﹤0.01%
5,623
-3,083
1296
$230K ﹤0.01%
3,431
1297
$230K ﹤0.01%
2,591
+500
1298
$230K ﹤0.01%
2,139
-54
1299
$229K ﹤0.01%
3,367
-371
1300
$229K ﹤0.01%
13,043
+191