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
$64.1B
AUM Growth
+$4.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Top Buys

1
+$721M
2
+$638M
3
+$450M
4
TT icon
Trane Technologies
TT
+$238M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$149M

Top Sells

1
+$124M
2
+$108M
3
+$102M
4
USB icon
US Bancorp
USB
+$76.2M
5
SLF icon
Sun Life Financial
SLF
+$71.9M

Sector Composition

1 Financials 20.53%
2 Technology 17.86%
3 Industrials 13.26%
4 Healthcare 9.85%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67.7M 0.1%
1,153,867
-120,166
177
$67.5M 0.1%
673,636
-41,024
178
$67.4M 0.1%
503,714
-3,382
179
$67.4M 0.1%
427,413
+192,100
180
$67M 0.1%
1,882,242
-429,842
181
$66.5M 0.1%
211,083
+102,181
182
$66.2M 0.1%
2,422,800
-10,353
183
$63.3M 0.1%
1,157,445
-37,076
184
$62.7M 0.1%
640,717
-29,609
185
$62.1M 0.1%
293,726
+7,600
186
$62M 0.1%
1,001,848
+36,347
187
$61.7M 0.1%
426,261
-90,541
188
$61.7M 0.1%
531,373
-23,009
189
$60.6M 0.09%
850,028
-97,342
190
$60.4M 0.09%
1,811,806
-191,042
191
$60.1M 0.09%
6,877,447
+1,466,215
192
$60M 0.09%
5,994,469
+525,988
193
$59.8M 0.09%
777,155
-1,667
194
$58.9M 0.09%
1,283,718
+221,945
195
$58.7M 0.09%
1,154,992
+144,815
196
$58.6M 0.09%
399,538
+28,517
197
$58.5M 0.09%
787,100
-124,296
198
$58.2M 0.09%
1,242,140
+33,025
199
$58.1M 0.09%
455,203
-399,935
200
$57.8M 0.09%
1,103,233
-742,144
6 7
8
9 10