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
1776
– –
-12,952
1777
– –
-96,847
1778
– –
-15,635
1779
– –
-20,981
1780
– –
-21,081
1781
– –
-26,818
1782
– –
-783,171
1783
– –
-14,216
1784
– –
-8,256
1785
– –
-13,421
1786
– –
-12,850
1787
– –
-2,407
1788
– –
-9,238
1789
– –
-1,239
1790
– –
-5,761
1791
– –
-2,177
1792
– –
-20,970
1793
– –
-4,391
1794
– –
-14,334
1795
– –
-25,960
1796
– –
-11,961
1797
– –
-22,076
1798
– –
-5,644
1799
– –
-19,169
1800
– –
-24,467
69 70 71
72
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