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
201
$57.7M 0.09%
1,819,703
+14,507
202
$57.7M 0.09%
1,355,192
-19,666
203
$57.4M 0.09%
4,141,025
-32,420
204
$56.3M 0.09%
1,380,923
-66,163
205
$56M 0.09%
814,476
+22,704
206
$56M 0.09%
1,231,665
+1,028,985
207
$55M 0.09%
2,858,263
-7,067
208
$54.8M 0.08%
66,710
-5,239
209
$54.8M 0.08%
243,726
-793
210
$54.4M 0.08%
814,158
-85,805
211
$54.4M 0.08%
132,263
-11,759
212
$54.1M 0.08%
921,937
-8,000
213
$53M 0.08%
21,579
+7,335
214
$53M 0.08%
1,265,023
-160,246
215
$53M 0.08%
640,371
+3,803
216
$52.2M 0.08%
113,598
-13,048
217
$52M 0.08%
95,326
+39
218
$50.5M 0.08%
243,585
-8,056
219
$50.3M 0.08%
394,025
+75,451
220
$49.8M 0.08%
735,550
+214,649
221
$49.7M 0.08%
2,685,029
-3,426
222
$49.3M 0.08%
246,595
-1,442
223
$48.5M 0.07%
117,482
-86,967
224
$48.4M 0.07%
673,826
+51,378
225
$48.1M 0.07%
851,837
-8,192
7 8
9
10 11