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
1401
$98.9K ﹤0.01%
10,007
-8,111
1402
$95.8K ﹤0.01%
12,712
-1,500
1403
$94.8K ﹤0.01%
974
1404
$92.1K ﹤0.01%
5,446
1405
$90.7K ﹤0.01%
35,759
+6,955
1406
$88.8K ﹤0.01%
11,166
1407
$87.2K ﹤0.01%
12,767
-687
1408
$86.5K ﹤0.01%
18,287
-545
1409
$86.3K ﹤0.01%
19,394
+899
1410
$85.8K ﹤0.01%
20,001
-79,110
1411
$83.9K ﹤0.01%
13,355
1412
$80.2K ﹤0.01%
10,222
-6,046
1413
$79.6K ﹤0.01%
10,088
+54
1414
$78.8K ﹤0.01%
10,253
-9
1415
$78.7K ﹤0.01%
11,312
+186
1416
$75.8K ﹤0.01%
13,022
1417
$72.7K ﹤0.01%
18,217
1418
$72.3K ﹤0.01%
10,210
-5,907
1419
$71.8K ﹤0.01%
75,209
+8,316
1420
$69.7K ﹤0.01%
+10,623
1421
$69.4K ﹤0.01%
10,701
-10
1422
$68.1K ﹤0.01%
36,533
-31,736
1423
$66.9K ﹤0.01%
16,171
-68,460
1424
$66.8K ﹤0.01%
16,302
1425
$65.4K ﹤0.01%
765
-43
55 56
57
58 59