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
151
$92.8M 0.14%
270,173
+2,899
152
$92M 0.14%
479,599
+174,800
153
$91.1M 0.14%
+476,192
154
$90.9M 0.14%
270,347
+117,632
155
$88.2M 0.14%
2,654,341
+749,418
156
$86.6M 0.13%
3,579,718
+213,852
157
$86.3M 0.13%
5,707,416
-609,175
158
$86.3M 0.13%
337,794
-5,828
159
$84.9M 0.13%
1,024,658
+209,177
160
$84.2M 0.13%
674,634
+75,526
161
$83.5M 0.13%
1,636,369
+225,748
162
$83.1M 0.13%
1,467,615
-167,700
163
$82.2M 0.13%
2,064,765
+37,193
164
$77M 0.12%
5,780,046
+470,417
165
$76.6M 0.12%
1,041,580
+438
166
$76.3M 0.12%
2,213,529
+545,948
167
$76.1M 0.12%
382,839
-7,518
168
$74.5M 0.12%
1,294,851
+1,273,166
169
$73.9M 0.11%
8,213,747
-1,247
170
$73.5M 0.11%
808,201
-222,115
171
$71.2M 0.11%
241,117
+14,681
172
$70.5M 0.11%
+3,347,373
173
$70M 0.11%
517,590
+79,652
174
$68.9M 0.11%
4,151,671
-33,068
175
$68M 0.11%
774,275
-59,211
5 6
7
8 9