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
1276
$388K ﹤0.01%
22,657
+11,673
1277
$387K ﹤0.01%
+3,476
1278
$386K ﹤0.01%
64,401
+53,821
1279
$386K ﹤0.01%
6,532
+2,001
1280
$386K ﹤0.01%
+16,997
1281
$382K ﹤0.01%
21,908
+9,291
1282
$382K ﹤0.01%
+24,504
1283
$382K ﹤0.01%
+161,094
1284
$379K ﹤0.01%
+2,978
1285
$378K ﹤0.01%
1,775
-34,338
1286
$378K ﹤0.01%
+24,000
1287
$378K ﹤0.01%
+29,930
1288
$376K ﹤0.01%
3,740
1289
$375K ﹤0.01%
66,979
+45,344
1290
$374K ﹤0.01%
7,081
-170
1291
$374K ﹤0.01%
+16,869
1292
$372K ﹤0.01%
2,814
1293
$372K ﹤0.01%
+54,823
1294
$372K ﹤0.01%
3,516
+146
1295
$372K ﹤0.01%
51,361
+32,939
1296
$372K ﹤0.01%
3,656
1297
$371K ﹤0.01%
4,642
1298
$371K ﹤0.01%
880
1299
$371K ﹤0.01%
3,396
-119
1300
$368K ﹤0.01%
+10,667
50 51
52
53 54