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
$73.4B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,814
New
Increased
Reduced
Closed

Top Buys

1
+$329M
2
+$312M
3
+$283M
4
MSCI icon
MSCI
MSCI
+$245M
5
MSFT icon
Microsoft
MSFT
+$218M

Top Sells

1
+$202M
2
+$195M
3
+$165M
4
TT icon
Trane Technologies
TT
+$155M
5
SPGI icon
S&P Global
SPGI
+$149M

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
1551
$208K ﹤0.01%
+5,356
1552
$207K ﹤0.01%
19,098
-993
1553
$207K ﹤0.01%
+629
1554
$206K ﹤0.01%
+9,551
1555
$206K ﹤0.01%
+4,499
1556
$206K ﹤0.01%
7,665
+10
1557
$206K ﹤0.01%
+10,800
1558
$205K ﹤0.01%
11,787
-7
1559
$204K ﹤0.01%
+3,310
1560
$204K ﹤0.01%
12,871
-9
1561
$203K ﹤0.01%
10,940
-5,944
1562
$203K ﹤0.01%
+6,820
1563
$203K ﹤0.01%
29,206
+17,704
1564
$202K ﹤0.01%
6,192
-2,340
1565
$201K ﹤0.01%
6,269
1566
$201K ﹤0.01%
2,895
-3
1567
$201K ﹤0.01%
2,063
-3,531
1568
$200K ﹤0.01%
20,485
+7,890
1569
$193K ﹤0.01%
187,559
+155,656
1570
$188K ﹤0.01%
113,288
+4,543
1571
$183K ﹤0.01%
26,472
1572
$183K ﹤0.01%
+10,290
1573
$182K ﹤0.01%
22,323
-14,537
1574
$182K ﹤0.01%
37,001
1575
$178K ﹤0.01%
47,361
61 62
63
64 65