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
$17.1B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$53.4M
3
+$34.5M
4
ORCL icon
Oracle
ORCL
+$34M
5
FTS icon
Fortis
FTS
+$33.9M

Top Sells

1
+$58.4M
2
+$57.5M
3
+$57.3M
4
USB icon
US Bancorp
USB
+$52.6M
5
DHR icon
Danaher
DHR
+$48.8M

Sector Composition

1 Financials 25.41%
2 Technology 12.18%
3 Industrials 12.15%
4 Healthcare 11.77%
5 Energy 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.2M 0.07%
114,707
+14,064
227
$11.2M 0.07%
191,071
+5,936
228
$10.9M 0.06%
4,818,609
+130,784
229
$10.8M 0.06%
268,756
-6,784
230
$10.7M 0.06%
560,980
-126,106
231
$10.7M 0.06%
193,017
+22,907
232
$10.6M 0.06%
257,130
-45,864
233
$10.5M 0.06%
156,802
+60,935
234
$10.1M 0.06%
57,128
+33,366
235
$10.1M 0.06%
274,361
+252,052
236
$10M 0.06%
218,177
+158,009
237
$9.98M 0.06%
2,253,000
+331,000
238
$9.91M 0.06%
336,142
+2,624
239
$9.85M 0.06%
306,862
+11,419
240
$9.84M 0.06%
126,272
+38,524
241
$9.77M 0.06%
2,784,066
+10,640
242
$9.69M 0.06%
52,048
+48
243
$9.66M 0.06%
85,000
+37,365
244
$9.54M 0.06%
172,684
+8,963
245
$9.53M 0.06%
+66,522
246
$9.51M 0.06%
456,349
+205,649
247
$9.35M 0.05%
117,406
+94,000
248
$8.99M 0.05%
247,000
+230,219
249
$8.79M 0.05%
167,750
+29,300
250
$8.68M 0.05%
650,000
+620,262
8 9
10
11 12