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
1751
– –
-13,585
1752
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-11,406
1753
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-143
1754
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-18,651
1755
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-2,924
1756
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-9,060
1757
– –
-43,509
1758
– –
0
1759
– –
-13,919
1760
– –
-10,767
1761
– –
-199,783
1762
– –
-4,285
1763
– –
-13,059
1764
– –
-11,961
1765
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-22,076
1766
– –
-5,644
1767
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-19,169
1768
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-24,467
1769
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-202,354
1770
– –
-1,770
1771
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-6,511
1772
– –
-12,964
1773
– –
-46,907
1774
– –
-15,283
1775
– –
-43,379
69 70
71
72 73