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
1601
$150K ﹤0.01%
17,527
+1,921
1602
$148K ﹤0.01%
35,067
+20,456
1603
$148K ﹤0.01%
18,515
1604
$147K ﹤0.01%
11,496
-20
1605
$147K ﹤0.01%
15,916
+1,898
1606
$146K ﹤0.01%
25,593
-442,137
1607
$146K ﹤0.01%
15,004
1608
$143K ﹤0.01%
16,988
-8,261
1609
$140K ﹤0.01%
+44,448
1610
$137K ﹤0.01%
23,431
1611
$131K ﹤0.01%
+3,678
1612
$131K ﹤0.01%
+17,149
1613
$129K ﹤0.01%
17,487
+1,540
1614
$129K ﹤0.01%
13,926
1615
$128K ﹤0.01%
10,007
1616
$127K ﹤0.01%
35,888
1617
$127K ﹤0.01%
34,044
+12,112
1618
$127K ﹤0.01%
+11,511
1619
$126K ﹤0.01%
+13,872
1620
$124K ﹤0.01%
13,739
-2,783
1621
$119K ﹤0.01%
17,008
-17,236
1622
$116K ﹤0.01%
11,221
1623
$115K ﹤0.01%
10,210
1624
$113K ﹤0.01%
29,770
1625
$111K ﹤0.01%
18,129
-1,974
63 64
65
66 67