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
1526
$218K ﹤0.01%
2,707
-758
1527
$217K ﹤0.01%
3,964
-4,359
1528
$216K ﹤0.01%
+3,943
1529
$216K ﹤0.01%
+19,312
1530
$216K ﹤0.01%
1,389
1531
$215K ﹤0.01%
+3,924
1532
$214K ﹤0.01%
1,800
-11
1533
$214K ﹤0.01%
21,359
-4,924
1534
$214K ﹤0.01%
11,526
-10
1535
$214K ﹤0.01%
+3,333
1536
$214K ﹤0.01%
880
1537
$214K ﹤0.01%
23,570
1538
$213K ﹤0.01%
4,016
1539
$213K ﹤0.01%
1,228
+31
1540
$213K ﹤0.01%
13,148
1541
$212K ﹤0.01%
+4,459
1542
$212K ﹤0.01%
+4,906
1543
$212K ﹤0.01%
22,498
-6,379
1544
$212K ﹤0.01%
+1,635
1545
$211K ﹤0.01%
+9,357
1546
$211K ﹤0.01%
5,566
1547
$210K ﹤0.01%
+5,072
1548
$210K ﹤0.01%
12,168
1549
$209K ﹤0.01%
15,785
-1,140
1550
$209K ﹤0.01%
5,035
-3,166
60 61
62
63 64