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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
1601
– –
-15,287
1602
– –
-4,705
1603
– –
-13,578
1604
– –
-5,632
1605
– –
-59,315
1606
– –
-165,270
1607
– –
-233,334
1608
– –
-8,047
1609
– –
-17,356
1610
– –
-44,825
1611
– –
-12,088
1612
– –
-2,977
1613
– –
-8,761
1614
– –
-14,789
1615
– –
-17,238
1616
– –
-11,525
1617
– –
-7,496
1618
– –
-77,450
1619
– –
-4,190
1620
– –
-420
1621
– –
-21,433
1622
– –
-1,372
1623
– –
-62,881
1624
– –
-21,970
1625
– –
-9,785
63 64
65
66 67