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
1426
$272K ﹤0.01%
3,054
+95
1427
$272K ﹤0.01%
3,204
-84
1428
$271K ﹤0.01%
299,815
+249,765
1429
$271K ﹤0.01%
2,590
-1,150
1430
$269K ﹤0.01%
2,895
1431
$268K ﹤0.01%
+7,030
1432
$268K ﹤0.01%
8,888
-7,609
1433
$267K ﹤0.01%
1,709
1434
$266K ﹤0.01%
6,294
1435
$265K ﹤0.01%
6,055
+885
1436
$264K ﹤0.01%
1,508
1437
$264K ﹤0.01%
+244,398
1438
$263K ﹤0.01%
37,187
+22,829
1439
$262K ﹤0.01%
87,701
+3,310
1440
$262K ﹤0.01%
60,350
+47,109
1441
$262K ﹤0.01%
759
1442
$261K ﹤0.01%
9,505
+592
1443
$260K ﹤0.01%
808
1444
$260K ﹤0.01%
2,507
1445
$259K ﹤0.01%
11,068
1446
$257K ﹤0.01%
135,392
+122,252
1447
$257K ﹤0.01%
4,109
1448
$257K ﹤0.01%
6,616
-10,441
1449
$255K ﹤0.01%
19,479
-7
1450
$255K ﹤0.01%
3,930
-3
56 57
58
59 60