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
426
$1.99M 0.01%
90,360
+32,360
427
$1.98M 0.01%
11,023
+791
428
$1.98M 0.01%
42,300
+4,000
429
$1.97M 0.01%
18,604
-4,266
430
$1.97M 0.01%
+128,920
431
$1.96M 0.01%
19,235
432
$1.95M 0.01%
12,534
-329
433
$1.95M 0.01%
165,500
+66,100
434
$1.95M 0.01%
31,139
-17,103
435
$1.92M 0.01%
71,394
-724
436
$1.91M 0.01%
28,123
+3,423
437
$1.84M 0.01%
49,838
+1,329
438
$1.83M 0.01%
85,770
+22,607
439
$1.83M 0.01%
+1,749
440
$1.82M 0.01%
5,263
+323
441
$1.81M 0.01%
+560,800
442
$1.81M 0.01%
53,386
-14,700
443
$1.8M 0.01%
23,217
+402
444
$1.77M 0.01%
27,113
+5,151
445
$1.76M 0.01%
33,150
+10,100
446
$1.76M 0.01%
25,505
-748
447
$1.75M 0.01%
83,450
+4,910
448
$1.74M 0.01%
62,000
+1,000
449
$1.74M 0.01%
34,881
-3,525
450
$1.72M 0.01%
95,672
+13,759
16 17
18
19 20