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
$38B
AUM Growth
-$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$265M
3
+$172M
4
TRP icon
TC Energy
TRP
+$158M
5
LIN icon
Linde
LIN
+$154M

Top Sells

1
+$141M
2
+$130M
3
+$105M
4
GIB icon
CGI
GIB
+$99M
5
JCI icon
Johnson Controls International
JCI
+$98.2M

Sector Composition

1 Financials 24.3%
2 Healthcare 12.09%
3 Industrials 10.64%
4 Energy 10.18%
5 Technology 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.9M 0.1%
725,250
+551,499
177
$37.7M 0.1%
348,755
+259,108
178
$37M 0.1%
286,147
+280,970
179
$36.9M 0.1%
842,426
-284,094
180
$36.8M 0.1%
1,777,263
+1,685,106
181
$36.6M 0.1%
312,849
+32,369
182
$36.5M 0.1%
2,503,314
+1,592,198
183
$35.7M 0.09%
424,446
+413,303
184
$35.7M 0.09%
1,312,629
-3,230,811
185
$35.7M 0.09%
347,322
+45,922
186
$35.7M 0.09%
1,070,168
+41,768
187
$35.6M 0.09%
2,838,300
-121,200
188
$35.4M 0.09%
1,603,393
+523,874
189
$35.2M 0.09%
1,052,779
+148,100
190
$35.1M 0.09%
623,994
+376,047
191
$34.8M 0.09%
+666,872
192
$34M 0.09%
495,254
-58,398
193
$34M 0.09%
86,514
-16,549
194
$33.6M 0.09%
839,253
+821,421
195
$33.3M 0.09%
1,096,248
-995,041
196
$33.1M 0.09%
+1,305,140
197
$33M 0.09%
527,388
-98,354
198
$32.7M 0.09%
374,509
+142,185
199
$32.5M 0.09%
1,074,595
+573,340
200
$32.4M 0.09%
236,902
+204,946
6 7
8
9 10