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
$18.4B
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$45.1M
3
+$43.9M
4
PG icon
Procter & Gamble
PG
+$35.9M
5
OXY icon
Occidental Petroleum
OXY
+$32.3M

Top Sells

1
+$118M
2
+$113M
3
+$77.1M
4
CLS icon
Celestica
CLS
+$54.2M
5
BAC icon
Bank of America
BAC
+$51.5M

Sector Composition

1 Financials 28.37%
2 Energy 14%
3 Industrials 10.17%
4 Healthcare 9.65%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.1M 0.05%
1,274,004
-5,975
252
$9.99M 0.05%
103,550
+1,734
253
$9.97M 0.05%
189,280
+13,910
254
$9.83M 0.05%
224,487
-17,112
255
$9.56M 0.05%
49,975
-38,280
256
$9.44M 0.05%
+104,050
257
$9.26M 0.05%
54,317
-1,752
258
$9.22M 0.05%
445,000
+178,500
259
$9.14M 0.05%
100,250
-3,100
260
$9M 0.05%
8,664,600
+8,349,600
261
$8.84M 0.05%
279,900
262
$8.66M 0.05%
525,640
+1,996
263
$8.52M 0.05%
170,784
+103,654
264
$8.43M 0.05%
149,480
-4,540
265
$8.38M 0.05%
283,832
-13,398
266
$8.37M 0.05%
90,676
+84,691
267
$8.3M 0.05%
1,186,600
-48,600
268
$8.15M 0.04%
226,800
+89,400
269
$8.12M 0.04%
1,042,572
-233,522
270
$8.06M 0.04%
397,982
271
$7.89M 0.04%
145,170
-149
272
$7.75M 0.04%
1,884,328
+162,935
273
$7.6M 0.04%
91,323
+2,454
274
$7.59M 0.04%
177,780
-1,580
275
$7.55M 0.04%
157,150
+109,400
9 10
11
12 13