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
1801
– –
-3,288
1802
– –
-13,128
1803
– –
-14,999
1804
– –
-39,655
1805
– –
-19,049
1806
– –
-3,891
1807
– –
-17,616
1808
– –
-2,054,007
1809
– –
-5,968
1810
– –
-48,252
1811
– –
-1,252,857
1812
– –
-56,348
1813
– –
-667,662
1814
– –
-3,381
69 70 71 72
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