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
326
$3.71M 0.02%
52,601
+5,869
327
$3.7M 0.02%
75,431
-2,000
328
$3.56M 0.02%
86,768
-4,800
329
$3.54M 0.02%
78,123
+25,623
330
$3.51M 0.02%
59,239
-1,600
331
$3.43M 0.02%
87,571
-1,100
332
$3.4M 0.02%
+83,625
333
$3.4M 0.02%
307,759
+175,735
334
$3.38M 0.02%
35,812
+49
335
$3.37M 0.02%
76,024
+19,322
336
$3.36M 0.02%
169,642
+128,063
337
$3.34M 0.02%
38,000
+17,996
338
$3.33M 0.02%
508,369
+478,739
339
$3.28M 0.02%
+121,365
340
$3.25M 0.02%
+76,626
341
$3.25M 0.02%
+60,000
342
$3.19M 0.02%
130,000
-332,500
343
$3.19M 0.02%
61,385
-151
344
$3.18M 0.02%
91,491
-286,204
345
$3.15M 0.02%
60,000
-23,000
346
$3.14M 0.02%
34,258
+26
347
$3.08M 0.02%
518,066
+80,515
348
$3.08M 0.02%
73,388
-9,336
349
$3.05M 0.02%
43,728
+16,153
350
$3.04M 0.02%
51,973
+10,359
12 13
14
15 16