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
1376
$305K ﹤0.01%
15,391
+7
1377
$305K ﹤0.01%
+25,200
1378
$304K ﹤0.01%
3,451
1379
$304K ﹤0.01%
18,125
+878
1380
$303K ﹤0.01%
3,877
1381
$303K ﹤0.01%
10,996
+1,960
1382
$302K ﹤0.01%
2,323
1383
$301K ﹤0.01%
3,524
1384
$300K ﹤0.01%
6,103
-5
1385
$300K ﹤0.01%
+19,685
1386
$299K ﹤0.01%
10,690
-2,540
1387
$298K ﹤0.01%
+3,913
1388
$298K ﹤0.01%
5,823
-1,010
1389
$297K ﹤0.01%
14,904
-13
1390
$297K ﹤0.01%
+632
1391
$295K ﹤0.01%
4,227
1392
$295K ﹤0.01%
+30,742
1393
$295K ﹤0.01%
3,427
-6,309
1394
$294K ﹤0.01%
148,637
+121,414
1395
$293K ﹤0.01%
6,289
-11,358
1396
$293K ﹤0.01%
+6,445
1397
$292K ﹤0.01%
3,016
1398
$291K ﹤0.01%
12,712
1399
$291K ﹤0.01%
5,150
-2,860
1400
$291K ﹤0.01%
+27,353
54 55
56
57 58