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
1451
$253K ﹤0.01%
3,301
1452
$252K ﹤0.01%
7,942
-1,231
1453
$252K ﹤0.01%
+22,768
1454
$252K ﹤0.01%
9,544
1455
$252K ﹤0.01%
9,391
+538
1456
$252K ﹤0.01%
3,634
1457
$251K ﹤0.01%
+14,500
1458
$248K ﹤0.01%
2,000
1459
$248K ﹤0.01%
7,278
-7
1460
$248K ﹤0.01%
+35,094
1461
$247K ﹤0.01%
7,659
1462
$247K ﹤0.01%
1,152
-44
1463
$247K ﹤0.01%
3,020
1464
$247K ﹤0.01%
3,165
1465
$246K ﹤0.01%
1,601
+83
1466
$246K ﹤0.01%
78,193
+53,076
1467
$246K ﹤0.01%
3,525
1468
$246K ﹤0.01%
49,833
+6,561
1469
$245K ﹤0.01%
70,009
+2,790
1470
$245K ﹤0.01%
548
1471
$244K ﹤0.01%
76,353
+54,850
1472
$243K ﹤0.01%
4,343
1473
$243K ﹤0.01%
100
-10
1474
$242K ﹤0.01%
26,693
1475
$242K ﹤0.01%
+4,744
57 58
59
60 61