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
401
$2.37M 0.01%
14,900
+3,900
402
$2.37M 0.01%
74,675
+1,000
403
$2.35M 0.01%
32,228
+6,472
404
$2.34M 0.01%
99,141
+1,287
405
$2.34M 0.01%
10,049
-34,292
406
$2.33M 0.01%
72,888
-30,533
407
$2.32M 0.01%
14,126
+3,893
408
$2.31M 0.01%
23,769
+199
409
$2.3M 0.01%
27,993
410
$2.28M 0.01%
13,892
+997
411
$2.27M 0.01%
85,500
+4,394
412
$2.24M 0.01%
92,407
+9,647
413
$2.23M 0.01%
156,385
414
$2.21M 0.01%
+64,960
415
$2.19M 0.01%
33,213
+1,766
416
$2.16M 0.01%
20,310
+14,587
417
$2.16M 0.01%
53,700
-5,100
418
$2.13M 0.01%
64,264
-3,000
419
$2.08M 0.01%
66,776
+1,004
420
$2.07M 0.01%
53,730
+184
421
$2.06M 0.01%
18,201
+704
422
$2.05M 0.01%
104,071
+31,200
423
$2.04M 0.01%
47,813
+54
424
$2.02M 0.01%
+28,628
425
$2M 0.01%
89,439
+6,679
15 16
17
18 19