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
201
$32.2M 0.08%
319,611
+70,412
202
$31.9M 0.08%
1,494,916
-490,533
203
$31.2M 0.08%
762,231
+638,710
204
$30.7M 0.08%
355,889
+59,510
205
$30.3M 0.08%
1,769,043
+1,188,276
206
$30.2M 0.08%
+1,138,240
207
$29.8M 0.08%
2,203,200
+784,431
208
$29M 0.08%
+156,255
209
$28.2M 0.07%
713,657
-196,652
210
$28.2M 0.07%
830,481
+541,711
211
$28.1M 0.07%
114,928
+114,048
212
$28M 0.07%
371,724
+363,799
213
$27.9M 0.07%
3,183,661
-26,998
214
$27.6M 0.07%
121,873
+91,101
215
$27.5M 0.07%
300,992
+46,837
216
$27.3M 0.07%
1,051,210
+71,780
217
$27.1M 0.07%
3,907,215
+3,691,097
218
$25.7M 0.07%
3,314,518
-937,984
219
$25.6M 0.07%
775,394
+680,999
220
$25.6M 0.07%
710,538
-336,990
221
$25.4M 0.07%
3,025,860
-144,434
222
$25.4M 0.07%
2,570,004
-651,737
223
$25.2M 0.07%
427,895
-188,311
224
$25M 0.07%
333,648
-102,049
225
$24.8M 0.07%
+845,416
7 8
9
10 11