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
1351
$324K ﹤0.01%
4,844
-7,173
1352
$323K ﹤0.01%
1,500
-510
1353
$322K ﹤0.01%
+6,743
1354
$322K ﹤0.01%
31,271
+1,434
1355
$322K ﹤0.01%
+4,607
1356
$322K ﹤0.01%
1,424
+245
1357
$319K ﹤0.01%
2,939
-5,710
1358
$319K ﹤0.01%
+124,346
1359
$319K ﹤0.01%
7,170
1360
$318K ﹤0.01%
+9,481
1361
$316K ﹤0.01%
+1,935
1362
$315K ﹤0.01%
143,252
+76,965
1363
$314K ﹤0.01%
+13,825
1364
$314K ﹤0.01%
+8,363
1365
$313K ﹤0.01%
1,801
1366
$313K ﹤0.01%
2,800
+41
1367
$313K ﹤0.01%
8,365
-7
1368
$313K ﹤0.01%
+17,662
1369
$313K ﹤0.01%
6,207
-241
1370
$312K ﹤0.01%
+4,776
1371
$311K ﹤0.01%
6,370
-2,990
1372
$308K ﹤0.01%
8,209
1373
$308K ﹤0.01%
+25,887
1374
$307K ﹤0.01%
76,052
1375
$306K ﹤0.01%
4,820
+1,100
53 54
55
56 57