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
1501
$230K ﹤0.01%
5,623
1502
$229K ﹤0.01%
14,201
+378
1503
$229K ﹤0.01%
+6,361
1504
$229K ﹤0.01%
4,419
1505
$229K ﹤0.01%
29,172
+8,273
1506
$229K ﹤0.01%
7,397
-8
1507
$229K ﹤0.01%
5,869
1508
$229K ﹤0.01%
+6,642
1509
$228K ﹤0.01%
+7,171
1510
$228K ﹤0.01%
2,829
+125
1511
$226K ﹤0.01%
1,696
1512
$225K ﹤0.01%
3,343
1513
$225K ﹤0.01%
3,711
1514
$225K ﹤0.01%
2,391
-2
1515
$224K ﹤0.01%
5,082
-7,652
1516
$224K ﹤0.01%
3,624
1517
$223K ﹤0.01%
11,552
-3,976
1518
$223K ﹤0.01%
+19,725
1519
$221K ﹤0.01%
+7,133
1520
$221K ﹤0.01%
+9,242
1521
$221K ﹤0.01%
8,453
-965
1522
$220K ﹤0.01%
2,856
1523
$219K ﹤0.01%
9,753
-13,476
1524
$219K ﹤0.01%
16,184
-1,063
1525
$219K ﹤0.01%
+7,813
59 60
61
62 63