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
151
$95M 0.13%
7,826,349
+423,923
152
$94.6M 0.13%
222,787
-40,749
153
$93.7M 0.13%
452,944
-26,451
154
$92.6M 0.13%
2,540,329
+20,649
155
$92M 0.13%
1,309,168
-146,839
156
$91.1M 0.12%
1,202,399
+49,083
157
$85.2M 0.12%
953,375
+249,435
158
$85.1M 0.12%
181,302
-44,839
159
$85.1M 0.12%
1,076,085
-24,735
160
$84.6M 0.12%
80,298
-50,506
161
$83.6M 0.11%
1,724,767
+8,556
162
$83.4M 0.11%
1,639,265
+684,651
163
$81.7M 0.11%
601,693
-123,804
164
$81M 0.11%
394,288
+83,622
165
$80.1M 0.11%
1,110,674
-3,495
166
$79.8M 0.11%
1,273,966
-105,115
167
$79.4M 0.11%
1,820,999
-12,359
168
$79.4M 0.11%
1,473,270
+173,975
169
$77.8M 0.11%
1,314,721
-30,517
170
$76.4M 0.1%
817,257
-62,832
171
$76M 0.1%
973,427
-12,326
172
$75.3M 0.1%
650,921
-45,912
173
$74.9M 0.1%
4,795,979
-136,985
174
$73.8M 0.1%
334,341
-73,841
175
$73.1M 0.1%
2,038,345
+177,324
5 6
7
8 9