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
1576
$176K ﹤0.01%
+13,254
1577
$174K ﹤0.01%
16,655
+393
1578
$173K ﹤0.01%
18,435
-219,667
1579
$173K ﹤0.01%
25,809
1580
$171K ﹤0.01%
16,735
1581
$168K ﹤0.01%
+11,000
1582
$167K ﹤0.01%
12,046
-12
1583
$166K ﹤0.01%
14,011
-16
1584
$165K ﹤0.01%
12,297
1585
$165K ﹤0.01%
21,024
1586
$165K ﹤0.01%
30,038
+44
1587
$164K ﹤0.01%
11,666
-1,092
1588
$164K ﹤0.01%
18,212
1589
$163K ﹤0.01%
54,244
+40,696
1590
$163K ﹤0.01%
12,802
1591
$162K ﹤0.01%
12,690
1592
$162K ﹤0.01%
+11,094
1593
$162K ﹤0.01%
15,771
1594
$161K ﹤0.01%
3,962
-3
1595
$158K ﹤0.01%
11,260
1596
$158K ﹤0.01%
+19,585
1597
$154K ﹤0.01%
23,485
+8,466
1598
$154K ﹤0.01%
20,948
1599
$152K ﹤0.01%
10,372
1600
$150K ﹤0.01%
16,053
62 63
64
65 66