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
1501
– –
0
1502
$8.39K ﹤0.01%
796
1503
$6.91K ﹤0.01%
695
1504
$6.57K ﹤0.01%
1,038
1505
$5.79K ﹤0.01%
+1,253
1506
$4.49K ﹤0.01%
1,039
1507
$4K ﹤0.01%
622
1508
$3.73K ﹤0.01%
+310
1509
$3.29K ﹤0.01%
471
1510
$2.77K ﹤0.01%
157
-8
1511
$1.71K ﹤0.01%
458
1512
– –
-25,219
1513
– –
-1,642
1514
– –
-9,246
1515
– –
-20,898
1516
– –
-7,637
1517
– –
-1,412,515
1518
– –
-14,249
1519
– –
-91,714
1520
– –
-1,543
1521
– –
-13,929
1522
– –
-480,032
1523
– –
-3,381
1524
$0 ﹤0.01%
20,330
1525
– –
-10,200
59 60
61
62 63