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
$64.1B
AUM Growth
+$4.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Top Buys

1
+$721M
2
+$638M
3
+$450M
4
TT icon
Trane Technologies
TT
+$238M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$149M

Top Sells

1
+$124M
2
+$108M
3
+$102M
4
USB icon
US Bancorp
USB
+$76.2M
5
SLF icon
Sun Life Financial
SLF
+$71.9M

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
– –
-4,479
1602
– –
-20,305
1603
– –
-7,176
1604
– –
-1,747
1605
– –
-7,982
1606
– –
-12,994
1607
– –
-3,983
1608
– –
-64,992
1609
– –
-13,870
1610
– –
-1,542
1611
– –
-17,939
1612
– –
-4,096
1613
– –
-2,937
1614
– –
-4,151
1615
– –
-10,149
1616
– –
-15,287
1617
– –
-4,705
1618
– –
-13,578
1619
– –
-5,632
1620
– –
-59,315
1621
– –
-165,270
1622
– –
-233,334
1623
– –
-8,047
1624
– –
-17,356
1625
– –
-44,825
63 64
65
66 67