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Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
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
+$329M
2
+$312M
3
+$283M
4
MSCI icon
MSCI
MSCI
+$245M
5
MSFT icon
Microsoft
MSFT
+$218M

Top Sells

1
+$202M
2
+$195M
3
+$165M
4
TT icon
Trane Technologies
TT
+$155M
5
SPGI icon
S&P Global
SPGI
+$149M

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
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1752
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-4,285
1753
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-13,059
1754
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-11,961
1755
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1756
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-5,644
1757
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-24,467
1758
– –
-202,354
1759
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-1,770
1760
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-6,511
1761
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-43,379
1762
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-9,504
1763
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-6,530
1764
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1765
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-10,897
1766
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1767
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1768
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1769
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1770
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1771
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1772
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-37,408
1773
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-10,806
1774
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-18,310
1775
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-144,078
69 70
71
72 73