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
1301
$368K ﹤0.01%
6,740
+448
1302
$367K ﹤0.01%
6,690
+2,640
1303
$366K ﹤0.01%
10,959
+3,764
1304
$366K ﹤0.01%
+10,671
1305
$365K ﹤0.01%
42,003
+1,742
1306
$364K ﹤0.01%
9,617
-162,268
1307
$361K ﹤0.01%
+10,989
1308
$359K ﹤0.01%
3,282
1309
$359K ﹤0.01%
5,042
-70
1310
$358K ﹤0.01%
69,866
1311
$358K ﹤0.01%
4,475
+87
1312
$358K ﹤0.01%
8,416
-451
1313
$356K ﹤0.01%
2,300
1314
$356K ﹤0.01%
3,676
1315
$355K ﹤0.01%
16,856
+4,571
1316
$355K ﹤0.01%
16,350
-386
1317
$355K ﹤0.01%
+18,724
1318
$355K ﹤0.01%
10,020
1319
$354K ﹤0.01%
+20,203
1320
$354K ﹤0.01%
+16,528
1321
$354K ﹤0.01%
11,150
-3,464
1322
$353K ﹤0.01%
+16,892
1323
$352K ﹤0.01%
3,814
+18
1324
$352K ﹤0.01%
+56,523
1325
$351K ﹤0.01%
33,040
+21,776
51 52
53
54 55