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
1726
– –
-7,133
1727
– –
-4,761
1728
– –
-16,285
1729
– –
-808
1730
– –
-36,849
1731
– –
-3,281
1732
– –
-2,951
1733
– –
-13,421
1734
– –
-12,850
1735
– –
-1,342
1736
– –
-2,407
1737
– –
-9,238
1738
– –
-1,239
1739
– –
-5,761
1740
– –
-2,177
1741
– –
-20,970
1742
– –
-4,391
1743
– –
-14,334
1744
– –
-25,960
1745
– –
-15,939
1746
– –
-43,813
1747
– –
-1,432
1748
– –
-18,082
1749
– –
-2,781
1750
– –
-3,788
68 69
70
71 72