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
351
$3.02M 0.02%
+54,319
352
$3.01M 0.02%
+49,101
353
$2.98M 0.02%
132,124
+114,523
354
$2.97M 0.02%
101,295
-2,700
355
$2.84M 0.02%
33,242
356
$2.77M 0.02%
58,800
-89,436
357
$2.77M 0.02%
52,000
+34,000
358
$2.76M 0.02%
53,316
-1,200
359
$2.76M 0.02%
53,770
-3,700
360
$2.76M 0.02%
31,145
-2,830
361
$2.75M 0.02%
38,167
362
$2.75M 0.02%
+132,328
363
$2.73M 0.02%
393,904
364
$2.72M 0.02%
33,139
+1,074
365
$2.71M 0.02%
178,225
+22,013
366
$2.7M 0.02%
118,456
+56,167
367
$2.69M 0.02%
140,497
-106,777
368
$2.68M 0.02%
43,673
+45
369
$2.66M 0.02%
57,970
+26,821
370
$2.62M 0.02%
57,372
-1,500
371
$2.61M 0.02%
354,396
+29,590
372
$2.48M 0.01%
69,997
-8,899
373
$2.47M 0.01%
45,445
-5,698
374
$2.44M 0.01%
21,326
+10,511
375
$2.44M 0.01%
35,965
+17,796
13 14
15
16 17