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
1626
– –
-12,088
1627
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-2,977
1628
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-8,761
1629
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-14,789
1630
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1631
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-11,525
1632
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-7,496
1633
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-16,991
1634
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-65,739
1635
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-28,382
1636
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-269,473
1637
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-4,881
1638
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-6,589
1639
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-171
1640
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-77,450
1641
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-4,190
1642
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-420
1643
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-21,433
1644
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-1,372
1645
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-62,881
1646
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-21,970
1647
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-9,785
1648
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-194,716
1649
– –
-22,961
1650
– –
-57,141
63 64 65
66
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