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
1451
$41.1K ﹤0.01%
33,439
1452
$40.5K ﹤0.01%
12,235
+700
1453
$40K ﹤0.01%
10,308
1454
$39.8K ﹤0.01%
10,119
1455
$39.1K ﹤0.01%
28,106
1456
$38.9K ﹤0.01%
14,255
-700
1457
$38.4K ﹤0.01%
2,910
-475
1458
$38.3K ﹤0.01%
11,154
-38,206
1459
$37.7K ﹤0.01%
25,843
1460
$36.5K ﹤0.01%
+17,132
1461
$35.5K ﹤0.01%
752
1462
$35.2K ﹤0.01%
4,002
1463
$35K ﹤0.01%
11,859
1464
$34.8K ﹤0.01%
1,166
+265
1465
$33.7K ﹤0.01%
11,361
1466
$31.6K ﹤0.01%
1,374
1467
$29.8K ﹤0.01%
1,911
-307
1468
$29.2K ﹤0.01%
590
1469
$29.1K ﹤0.01%
10,917
1470
$26.9K ﹤0.01%
18,951
1471
$26.9K ﹤0.01%
589
1472
$26.7K ﹤0.01%
22,230
-61,375
1473
$26.4K ﹤0.01%
560
1474
$26K ﹤0.01%
10,200
1475
$25.9K ﹤0.01%
612