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
1376
$140K ﹤0.01%
57,466
+36,616
1377
$139K ﹤0.01%
10,061
1378
$139K ﹤0.01%
14,070
-9
1379
$139K ﹤0.01%
87,337
+19,494
1380
$138K ﹤0.01%
15,212
-69,325
1381
$136K ﹤0.01%
+40,000
1382
$133K ﹤0.01%
105,490
1383
$132K ﹤0.01%
11,569
1384
$132K ﹤0.01%
16,887
-641
1385
$131K ﹤0.01%
10,362
-2,858
1386
$131K ﹤0.01%
36,774
+2,325
1387
$129K ﹤0.01%
+12,277
1388
$129K ﹤0.01%
+14,345
1389
$127K ﹤0.01%
+11,386
1390
$126K ﹤0.01%
+13,705
1391
$125K ﹤0.01%
22,742
-91,629
1392
$124K ﹤0.01%
13,425
-13,268
1393
$123K ﹤0.01%
10,271
-1,898
1394
$117K ﹤0.01%
10,183
+3
1395
$116K ﹤0.01%
16,123
-4,820
1396
$115K ﹤0.01%
20,531
-4,996
1397
$111K ﹤0.01%
15,893
1398
$111K ﹤0.01%
+10,523
1399
$110K ﹤0.01%
10,460
1400
$99.5K ﹤0.01%
13,634
-1
54 55
56
57 58