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
1476
$23.4K ﹤0.01%
645
1477
$23.2K ﹤0.01%
41,415
-26,718
1478
$22.1K ﹤0.01%
+530
1479
$21.5K ﹤0.01%
32
1480
$21.1K ﹤0.01%
13,914
-500
1481
$21K ﹤0.01%
15,549
1482
$20.8K ﹤0.01%
24,649
1483
$20.8K ﹤0.01%
15,402
1484
$17.9K ﹤0.01%
13,145
1485
$17.5K ﹤0.01%
1,233
1486
$16.2K ﹤0.01%
107
1487
$15.7K ﹤0.01%
997
1488
$14.9K ﹤0.01%
14,014
1489
$14.3K ﹤0.01%
1,073
+137
1490
$14K ﹤0.01%
11,554
1491
$14K ﹤0.01%
+1,670
1492
$13.6K ﹤0.01%
10,990
1493
$13.4K ﹤0.01%
334
1494
$12.1K ﹤0.01%
12,099
1495
$12K ﹤0.01%
14,084
1496
$11.9K ﹤0.01%
1,212
1497
$11.8K ﹤0.01%
992
1498
$9.66K ﹤0.01%
1,695
1499
$9.52K ﹤0.01%
105
1500
0