Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
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
1651
-25,219
1652
-1,642
1653
-9,246