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
401
$1.79M 0.01%
22,458
+47
402
$1.77M 0.01%
200,000
-290,362
403
$1.77M 0.01%
16,484
+6,220
404
$1.77M 0.01%
52,246
+782
405
$1.7M 0.01%
+44,659
406
$1.69M 0.01%
94,726
-201,684
407
$1.66M 0.01%
306,782
+119,619
408
$1.65M 0.01%
20,112
-77
409
$1.64M 0.01%
51,653
-68,253
410
$1.64M 0.01%
19,215
-117
411
$1.63M 0.01%
26,386
+430
412
$1.63M 0.01%
94,870
+43,178
413
$1.6M 0.01%
+81,000
414
$1.55M 0.01%
48,565
+1,789
415
$1.51M 0.01%
14,612
+1,697
416
$1.48M 0.01%
+64,000
417
$1.47M 0.01%
+24,461
418
$1.47M 0.01%
21,949
+52
419
$1.45M 0.01%
13,208
+69
420
$1.45M 0.01%
+10,165
421
$1.44M 0.01%
9,958
+4,764
422
$1.43M 0.01%
48,070
+312
423
$1.43M 0.01%
129,398
-529,366
424
$1.39M 0.01%
68,189
425
$1.39M 0.01%
16,699
-6,157
15 16
17
18 19