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
376
$2.41M 0.01%
58,728
-2,409
377
$2.39M 0.01%
20,642
+320
378
$2.34M 0.01%
285,500
+36,200
379
$2.34M 0.01%
48,600
380
$2.3M 0.01%
132,592
+92,838
381
$2.21M 0.01%
31,758
-10,107
382
$2.18M 0.01%
146,908
-3,900
383
$2.12M 0.01%
+190,010
384
$2.1M 0.01%
291,894
+55,900
385
$2.08M 0.01%
104,773
+83,362
386
$2.08M 0.01%
1,450,800
-134,200
387
$2.06M 0.01%
18,146
-88,504
388
$2.05M 0.01%
948,820
-251,180
389
$2.04M 0.01%
+57,000
390
$2.03M 0.01%
73,040
-1,947
391
$2.02M 0.01%
62,329
-901,123
392
$2.01M 0.01%
222,724
+85,613
393
$1.94M 0.01%
167,031
+56,000
394
$1.94M 0.01%
51,119
+275
395
$1.94M 0.01%
+50,000
396
$1.9M 0.01%
23,000
+5,000
397
$1.9M 0.01%
30,650
398
$1.89M 0.01%
51,250
399
$1.84M 0.01%
22,149
+5,871
400
$1.79M 0.01%
+109,375
14 15
16
17 18