Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.5B
AUM Growth
-$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$105M
3
+$72.1M
4
WLL
Whiting Petroleum Corporation
WLL
+$66.7M
5
TECK icon
Teck Resources
TECK
+$51.2M

Top Sells

1
+$238M
2
+$121M
3
+$97.6M
4
TAHO
Tahoe Resources Inc
TAHO
+$84.6M
5
BAC icon
Bank of America
BAC
+$74M

Sector Composition

1 Financials 28.94%
2 Energy 13.62%
3 Industrials 9.94%
4 Healthcare 9.14%
5 Technology 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.69M 0.05%
135,199
-46,487
252
$9.53M 0.05%
262,515
-86,012
253
$9.5M 0.05%
204,810
+56,310
254
$9.45M 0.05%
637,118
+52,218
255
$9.44M 0.05%
+191,100
256
$9.43M 0.05%
56,581
+6,120
257
$9.34M 0.05%
128,500
+102,000
258
$9.33M 0.05%
40,870
+576
259
$9.28M 0.05%
96,343
-13,827
260
$9.25M 0.05%
1,773,035
-150,662
261
$9.06M 0.05%
21,845
262
$8.98M 0.05%
108,786
+82,574
263
$8.97M 0.05%
+1,238,996
264
$8.95M 0.05%
77,440
-3,524
265
$8.51M 0.04%
549,078
-123,396
266
$8.47M 0.04%
480,000
+48,562
267
$8.44M 0.04%
509,408
+12,277
268
$8.31M 0.04%
321,719
+7,754
269
$8.23M 0.04%
156,268
+126,256
270
$7.95M 0.04%
3,280,437
+1,700
271
$7.94M 0.04%
146,463
+8,226
272
$7.93M 0.04%
577,436
+13,916
273
$7.92M 0.04%
570,600
-5,019,552
274
$7.85M 0.04%
+258,080
275
$7.85M 0.04%
397,982
-14,900
9 10
11
12 13