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
351
$3.37M 0.02%
130,403
+12,889
352
$3.36M 0.02%
+188,909
353
$3.35M 0.02%
58,500
+18,100
354
$3.35M 0.02%
40,985
+5,177
355
$3.3M 0.02%
41,543
-4,215
356
$3.27M 0.02%
184,954
+8,067
357
$3.25M 0.02%
172,688
-132,654
358
$3.24M 0.02%
367,300
-207,100
359
$3.2M 0.02%
3,895,883
-2,412,166
360
$3.19M 0.02%
53,845
+6,447
361
$3.18M 0.02%
61,715
+4,475
362
$3.15M 0.02%
37,176
+3,715
363
$3.1M 0.02%
243,405
-861,400
364
$3.08M 0.02%
282,654
365
$3.07M 0.02%
18,970
-4,175
366
$3.03M 0.02%
+100,920
367
$3.02M 0.02%
77,312
+20,150
368
$2.99M 0.02%
30,913
+14,562
369
$2.98M 0.02%
287,148
-5,355
370
$2.92M 0.02%
25,600
371
$2.91M 0.02%
103,958
+21,302
372
$2.9M 0.02%
146,300
+31,500
373
$2.88M 0.02%
17,753
+4,295
374
$2.86M 0.02%
159,200
+100,700
375
$2.82M 0.02%
40,405
-9,550
13 14
15
16 17