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
176
$70.9M 0.1%
5,015,424
-1,010,977
177
$70.5M 0.1%
1,372,496
-7,100
178
$70.2M 0.1%
761,084
+214,872
179
$69.7M 0.1%
1,279,622
+174,889
180
$69.6M 0.09%
1,363,697
+509,868
181
$67.8M 0.09%
1,180,828
+233,308
182
$66.7M 0.09%
494,307
-22,836
183
$66.2M 0.09%
139,908
-1,663
184
$65.2M 0.09%
37,745
-875
185
$65M 0.09%
705,034
-320,319
186
$64.7M 0.09%
156,520
+110,000
187
$64.6M 0.09%
433,573
+44,093
188
$64.5M 0.09%
513,647
+265,569
189
$64.4M 0.09%
2,588,308
-319,369
190
$64.3M 0.09%
360,408
-51,283
191
$64.1M 0.09%
413,667
-8,454
192
$63.1M 0.09%
327,387
+49,571
193
$62.4M 0.09%
241,808
+106,364
194
$62M 0.08%
170,811
+22,457
195
$61.6M 0.08%
683,118
-54,534
196
$61.4M 0.08%
5,523,565
+357,900
197
$60.6M 0.08%
1,516,099
+445,690
198
$60.4M 0.08%
1,891,768
-10,550
199
$60.4M 0.08%
1,010,884
+76,797
200
$60.3M 0.08%
312,670
+82,301
6 7
8
9 10