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
1626
$111K ﹤0.01%
+10,834
1627
$110K ﹤0.01%
10,750
-981
1628
$108K ﹤0.01%
25,503
+1,013
1629
$107K ﹤0.01%
11,039
-118,654
1630
$103K ﹤0.01%
+20,635
1631
$102K ﹤0.01%
15,120
1632
$101K ﹤0.01%
12,904
1633
$99.5K ﹤0.01%
33,269
-8,871
1634
$98.1K ﹤0.01%
10,788
-92,165
1635
$97.8K ﹤0.01%
13,397
-14
1636
$96.8K ﹤0.01%
12,221
1637
$92.6K ﹤0.01%
10,188
-18
1638
$91.6K ﹤0.01%
+11,984
1639
$88.2K ﹤0.01%
32,211
-1,072
1640
$88.1K ﹤0.01%
20,150
1641
$86.6K ﹤0.01%
24,193
1642
$85.7K ﹤0.01%
178,714
+29,386
1643
$84.7K ﹤0.01%
39,764
1644
$84.2K ﹤0.01%
+61,006
1645
$78.3K ﹤0.01%
12,513
-29,549
1646
$77.9K ﹤0.01%
13,759
1647
$76.9K ﹤0.01%
40,449
-4,292
1648
$75.7K ﹤0.01%
13,241
+1,440
1649
$74.5K ﹤0.01%
10,931
-21
1650
$74.4K ﹤0.01%
56,374
-12,600
64 65
66
67 68