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
1426
$65.3K ﹤0.01%
10,635
1427
$64.9K ﹤0.01%
14,226
+1,200
1428
$63.9K ﹤0.01%
16,653
-89,250
1429
$62.8K ﹤0.01%
+14,480
1430
$61.2K ﹤0.01%
+26,619
1431
$60.9K ﹤0.01%
22,487
1432
$59.4K ﹤0.01%
14,649
-545
1433
$57.3K ﹤0.01%
25,712
-2,433
1434
$56.8K ﹤0.01%
+12,827
1435
$56.8K ﹤0.01%
1,430
-1,197
1436
$56.6K ﹤0.01%
19,070
-4,593
1437
$56.3K ﹤0.01%
17,415
1438
$52.8K ﹤0.01%
18,342
1439
$52.4K ﹤0.01%
24,142
1440
$52.2K ﹤0.01%
+12,783
1441
$51.5K ﹤0.01%
10,109
1442
$51.3K ﹤0.01%
2,951
1443
$49.1K ﹤0.01%
+12,394
1444
$49K ﹤0.01%
11,245
1445
$48.5K ﹤0.01%
15,314
-3,531
1446
$47.2K ﹤0.01%
582
-25
1447
$47.1K ﹤0.01%
11,663
-2,200
1448
$44.6K ﹤0.01%
21,438
1449
$44.1K ﹤0.01%
11,341
1450
$41.9K ﹤0.01%
+14,383
56 57
58
59 60