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
1401
$290K ﹤0.01%
21,878
+17,643
1402
$288K ﹤0.01%
+39,139
1403
$286K ﹤0.01%
11,565
1404
$286K ﹤0.01%
3,598
-196
1405
$285K ﹤0.01%
2,743
1406
$285K ﹤0.01%
11,852
1407
$283K ﹤0.01%
94,306
+17,989
1408
$283K ﹤0.01%
3,144
-50,884
1409
$282K ﹤0.01%
2,129
1410
$282K ﹤0.01%
+3,268
1411
$281K ﹤0.01%
+9,024
1412
$281K ﹤0.01%
1,849
1413
$280K ﹤0.01%
2,869
-4,056
1414
$279K ﹤0.01%
5,791
1415
$278K ﹤0.01%
16,703
+5,323
1416
$278K ﹤0.01%
6,641
-4
1417
$278K ﹤0.01%
44,104
+33,456
1418
$277K ﹤0.01%
5,422
+440
1419
$277K ﹤0.01%
8,827
+1,477
1420
$277K ﹤0.01%
6,613
-426
1421
$277K ﹤0.01%
+4,047
1422
$276K ﹤0.01%
+21,023
1423
$276K ﹤0.01%
3,644
-460
1424
$274K ﹤0.01%
2,370
1425
$274K ﹤0.01%
1,800
+34
55 56
57
58 59