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
251
$8.68M 0.05%
1,222,900
+9,900
252
$8.28M 0.05%
+56,388
253
$7.9M 0.05%
+93,222
254
$7.86M 0.05%
860,000
255
$7.8M 0.05%
340,771
-900
256
$7.75M 0.05%
+126,789
257
$7.61M 0.04%
579,200
+238,300
258
$7.49M 0.04%
109,181
-2,800
259
$7.42M 0.04%
72,366
+44,355
260
$7.33M 0.04%
+578,705
261
$7.15M 0.04%
60,242
-87
262
$7.11M 0.04%
201,917
+46,300
263
$7.08M 0.04%
65,621
+11,577
264
$7M 0.04%
54,582
+14,272
265
$6.91M 0.04%
131,000
-111,312
266
$6.68M 0.04%
+82,677
267
$6.65M 0.04%
+200,000
268
$6.48M 0.04%
+70,227
269
$6.39M 0.04%
+53,258
270
$6.38M 0.04%
+68,372
271
$6.36M 0.04%
176,447
+40,996
272
$6.28M 0.04%
2,220,500
+1,745,500
273
$6.24M 0.04%
+410,363
274
$6.16M 0.04%
227,750
+146,200
275
$6.09M 0.04%
66,754
+17,426
9 10
11
12 13