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
1651
$72.1K ﹤0.01%
18,117
1652
$67.4K ﹤0.01%
43,523
+172
1653
$66K ﹤0.01%
19,760
1654
$65.5K ﹤0.01%
12,565
-10,568
1655
$60.8K ﹤0.01%
13,095
+2,754
1656
$60.5K ﹤0.01%
12,251
1657
$58.5K ﹤0.01%
2,567
-84,248
1658
$58.4K ﹤0.01%
14,382
-4,145
1659
$57.1K ﹤0.01%
10,319
1660
$55.7K ﹤0.01%
14,275
1661
$49.2K ﹤0.01%
13,781
-3,935
1662
$46.3K ﹤0.01%
10,460
1663
$44.7K ﹤0.01%
20,238
1664
$42.8K ﹤0.01%
10,563
1665
$40.9K ﹤0.01%
10,119
1666
$38.8K ﹤0.01%
11,510
1667
$38K ﹤0.01%
25,843
1668
$35.8K ﹤0.01%
15,549
-19,973
1669
$34.9K ﹤0.01%
+19,481
1670
$34.7K ﹤0.01%
+11,533
1671
$34.6K ﹤0.01%
19,781
1672
$32.2K ﹤0.01%
10,575
1673
$31K ﹤0.01%
12,394
1674
$30.5K ﹤0.01%
22,230
1675
$30.2K ﹤0.01%
11,346
65 66
67
68 69