We are live on ! Find out more
Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
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
– –
-10,200
1527
– –
-40,071
1528
– –
-11,572
1529
– –
-28,612
1530
– –
-15,825
1531
– –
-6,419
1532
– –
-9,242
1533
– –
-10,935
1534
– –
-12,012
1535
– –
-47,519
1536
– –
-205,410
1537
– –
-17,633
1538
– –
-1,320
1539
– –
-5,259
1540
– –
-3,310
1541
– –
-2,043
1542
– –
-2,694
1543
– –
-6,238
1544
– –
-5,288
1545
– –
-24,346
1546
– –
-9,773
1547
– –
-3,930
1548
– –
-9,087
1549
– –
-16,934
1550
– –
-15,639
60 61
62
63 64