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
426
$1.38M 0.01%
24,850
-59,382
427
$1.38M 0.01%
87,061
+36,847
428
$1.37M 0.01%
70,150
+35,836
429
$1.34M 0.01%
21,500
+9,500
430
$1.3M 0.01%
93,000
+20,000
431
$1.3M 0.01%
14,555
+173
432
$1.29M 0.01%
10,917
+3,242
433
$1.29M 0.01%
12,450
434
$1.26M 0.01%
14,183
-48,485
435
$1.25M 0.01%
6,064
+2,251
436
$1.23M 0.01%
70,350
+37,650
437
$1.22M 0.01%
8,459
-212
438
$1.19M 0.01%
+10,000
439
$1.17M 0.01%
+26,400
440
$1.17M 0.01%
9,198
+15
441
$1.16M 0.01%
26,159
+9,787
442
$1.16M 0.01%
33,335
+88
443
$1.14M 0.01%
+103,638
444
$1.14M 0.01%
57,799
+28,748
445
$1.13M 0.01%
55,447
+44,340
446
$1.12M 0.01%
143,700
447
$1.11M 0.01%
10,167
-528,133
448
$1.07M 0.01%
+28,500
449
$1.07M 0.01%
22,301
-419,543
450
$1.06M 0.01%
5,413
-3,775
16 17
18
19 20