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
1476
$240K ﹤0.01%
1,707
-22
1477
$240K ﹤0.01%
4,662
+131
1478
$240K ﹤0.01%
25,755
-391
1479
$240K ﹤0.01%
1,532
+46
1480
$240K ﹤0.01%
+78,653
1481
$240K ﹤0.01%
+50,012
1482
$240K ﹤0.01%
2,874
-24,372
1483
$238K ﹤0.01%
47,792
+36,160
1484
$238K ﹤0.01%
9,967
+2,700
1485
$238K ﹤0.01%
15,479
-16
1486
$238K ﹤0.01%
162,792
+14,865
1487
$237K ﹤0.01%
+4,102
1488
$237K ﹤0.01%
2,559
1489
$236K ﹤0.01%
3,479
1490
$236K ﹤0.01%
+1,495
1491
$235K ﹤0.01%
5,360
-450
1492
$235K ﹤0.01%
3,467
1493
$234K ﹤0.01%
+3,850
1494
$233K ﹤0.01%
1,351
1495
$233K ﹤0.01%
5,880
1496
$233K ﹤0.01%
2,977
1497
$232K ﹤0.01%
2,843
-46
1498
$231K ﹤0.01%
+14,048
1499
$231K ﹤0.01%
+6,828
1500
$230K ﹤0.01%
7,526
-2,283
58 59
60
61 62