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
1701
– –
-6,447
1702
– –
-15,647
1703
– –
-5,833
1704
– –
-4,583
1705
– –
-7,133
1706
– –
-4,761
1707
– –
-16,285
1708
– –
-808
1709
– –
-36,849
1710
– –
-3,281
1711
– –
-2,951
1712
– –
-1,342
1713
– –
-15,939
1714
– –
-43,813
1715
– –
-1,432
1716
– –
-18,082
1717
– –
-2,781
1718
– –
-3,788
1719
– –
-13,585
1720
– –
-11,406
1721
– –
-143
1722
– –
-18,651
1723
– –
-2,924
1724
– –
-43,509
1725
– –
0
67 68
69
70 71