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
301
$5.33M 0.03%
33,569
+3,060
302
$5.25M 0.03%
195,300
+28,200
303
$5.15M 0.03%
323,167
-3,040
304
$5.12M 0.03%
1,598,700
+77,646
305
$5.09M 0.03%
101,786
-34,080
306
$5.04M 0.03%
165,657
+15,500
307
$5.02M 0.03%
125,273
308
$4.92M 0.03%
118,300
-23,700
309
$4.81M 0.03%
2,051,126
-3,362,311
310
$4.8M 0.03%
396,260
+21,157
311
$4.7M 0.03%
4,086
-1,062
312
$4.69M 0.03%
192,954
-40,600
313
$4.67M 0.03%
288,302
+27,989
314
$4.64M 0.03%
224,200
+79,800
315
$4.56M 0.02%
29,688
-1,235
316
$4.52M 0.02%
1,233,700
+386,900
317
$4.52M 0.02%
31,891
+1,275
318
$4.5M 0.02%
93,234
+7,032
319
$4.46M 0.02%
84,617
-24,111
320
$4.46M 0.02%
21,600
321
$4.45M 0.02%
39,612
+6,470
322
$4.44M 0.02%
79,700
-18,700
323
$4.43M 0.02%
+59,600
324
$4.3M 0.02%
+38,955
325
$4.27M 0.02%
108,128
+36,633
11 12
13
14 15