Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
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
+$708M
2
+$609M
3
+$424M
4
TT icon
Trane Technologies
TT
+$235M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$191M

Top Sells

1
+$131M
2
+$124M
3
+$94.9M
4
USB icon
US Bancorp
USB
+$94.1M
5
SLF icon
Sun Life Financial
SLF
+$74.1M

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
1526
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1527
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1528
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-8,353
1529
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1530
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1531
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-3,983
1532
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-4,190
1533
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-420
1534
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-21,433
1535
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-1,372
1536
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1537
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-6,304
1538
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-12,034
1539
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1540
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1541
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1542
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1543
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1544
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1545
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1546
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1547
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1548
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-205,410
1549
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-17,633
1550
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-1,320
60 61
62
63 64