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
451
$1.04M 0.01%
20,000
-24,157
452
$1.03M 0.01%
9,050
+459
453
$1.03M 0.01%
66,280
+54,913
454
$1.02M 0.01%
16,799
-4,326
455
$1.01M 0.01%
10,604
456
$1M 0.01%
23,824
+15,337
457
$988K 0.01%
35,250
458
$981K 0.01%
120,539
+94,920
459
$949K 0.01%
+39,500
460
$936K 0.01%
23,050
461
$923K 0.01%
23,547
+9,014
462
$901K 0.01%
18,102
+279
463
$898K 0.01%
+36,594
464
$888K 0.01%
6,744
+23
465
$882K 0.01%
5,500
-2,500
466
$875K 0.01%
1,459
+500
467
$868K 0.01%
17,750
-48,650
468
$862K 0.01%
15,900
469
$853K 0.01%
+44,600
470
$836K ﹤0.01%
+30,500
471
$813K ﹤0.01%
+34,482
472
$802K ﹤0.01%
32,545
+19,295
473
$800K ﹤0.01%
+39,000
474
$777K ﹤0.01%
9,804
-9,305
475
$775K ﹤0.01%
+20,000
17 18
19
20 21