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
1301
$228K ﹤0.01%
2,388
1302
$227K ﹤0.01%
+47,771
1303
$226K ﹤0.01%
3,193
1304
$224K ﹤0.01%
+5,277
1305
$223K ﹤0.01%
+17,650
1306
$223K ﹤0.01%
20,572
1307
$222K ﹤0.01%
+2,559
1308
$222K ﹤0.01%
+1,819
1309
$222K ﹤0.01%
5,570
1310
$221K ﹤0.01%
3,154
1311
$221K ﹤0.01%
14,816
+6
1312
$221K ﹤0.01%
2,834
1313
$221K ﹤0.01%
+9,731
1314
$220K ﹤0.01%
+3,628
1315
$220K ﹤0.01%
+2,081
1316
$220K ﹤0.01%
5,550
-4,250
1317
$216K ﹤0.01%
+1,978
1318
$216K ﹤0.01%
+9,944
1319
$216K ﹤0.01%
4,861
-1,614
1320
$216K ﹤0.01%
2,096
+57
1321
$216K ﹤0.01%
2,428
+49
1322
$216K ﹤0.01%
+4,534
1323
$215K ﹤0.01%
62,595
-21,220
1324
$213K ﹤0.01%
+13,968
1325
$213K ﹤0.01%
7,460
51 52
53
54 55