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
451
$1.71M 0.01%
61,025
-17,324
452
$1.7M 0.01%
31,500
-4,017
453
$1.69M 0.01%
1,617,900
-759,800
454
$1.69M 0.01%
22,296
+1,500
455
$1.69M 0.01%
300,000
456
$1.68M 0.01%
87,278
-8,176
457
$1.68M 0.01%
+176,300
458
$1.67M 0.01%
19,035
+1,178
459
$1.66M 0.01%
26,900
+600
460
$1.66M 0.01%
57,564
+211
461
$1.64M 0.01%
27,508
+3,679
462
$1.63M 0.01%
25,123
-2,572
463
$1.63M 0.01%
20,296
+1,037
464
$1.62M 0.01%
20,687
+3,026
465
$1.61M 0.01%
23,890
-35
466
$1.61M 0.01%
33,156
-254
467
$1.6M 0.01%
30,200
+2,166
468
$1.59M 0.01%
25,030
+4,425
469
$1.59M 0.01%
23,344
+10,503
470
$1.59M 0.01%
+35,190
471
$1.58M 0.01%
156,000
+6,800
472
$1.57M 0.01%
35,200
+3,200
473
$1.56M 0.01%
24,988
+587
474
$1.56M 0.01%
+17,600
475
$1.56M 0.01%
+30,413
17 18
19
20 21