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
1351
$192K ﹤0.01%
17,393
1352
$192K ﹤0.01%
+12,735
1353
$188K ﹤0.01%
35,288
-9,563
1354
$185K ﹤0.01%
17,464
-8,502
1355
$185K ﹤0.01%
10,389
-5,902
1356
$183K ﹤0.01%
35,054
-2,257
1357
$178K ﹤0.01%
21,913
-169
1358
$176K ﹤0.01%
10,312
-3,440
1359
$175K ﹤0.01%
15,090
1360
$173K ﹤0.01%
14,421
-15,765
1361
$172K ﹤0.01%
17,627
1362
$166K ﹤0.01%
10,012
1363
$164K ﹤0.01%
26,043
-2,485
1364
$163K ﹤0.01%
+10,550
1365
$162K ﹤0.01%
19,739
-4,886
1366
$158K ﹤0.01%
31,547
1367
$158K ﹤0.01%
13,525
1368
$156K ﹤0.01%
14,304
1369
$154K ﹤0.01%
19,688
+706
1370
$152K ﹤0.01%
14,328
+1
1371
$151K ﹤0.01%
10,840
-5,893
1372
$149K ﹤0.01%
15,960
-2
1373
$146K ﹤0.01%
18,926
+8,343
1374
$146K ﹤0.01%
14,670
-1,241
1375
$144K ﹤0.01%
74,818
-10,520
53 54
55
56 57