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
26
$148M 0.87%
4,675,336
+107,282
27
$142M 0.83%
2,761,083
-1,022,240
28
$139M 0.81%
830,241
+4,200
29
$133M 0.78%
12,311,553
+1,101,347
30
$129M 0.75%
7,529,713
-312,458
31
$125M 0.73%
7,033,304
-396,888
32
$118M 0.69%
5,394,887
-613,903
33
$112M 0.66%
7,332,489
+1,105,110
34
$112M 0.66%
6,899,788
+95,908
35
$110M 0.65%
2,906,631
-567,639
36
$109M 0.63%
2,593,349
-441,820
37
$103M 0.6%
619,760
-6,069
38
$103M 0.6%
1,515,589
+63,748
39
$99.6M 0.58%
671,598
+3,639
40
$98.4M 0.58%
2,691,312
-152,296
41
$97.9M 0.57%
3,184,484
-243,918
42
$97.1M 0.57%
868,136
-61,324
43
$95.4M 0.56%
8,443,951
-1,711,632
44
$93.7M 0.55%
1,054,668
+120,197
45
$93.3M 0.55%
2,597,356
+120,324
46
$92.5M 0.54%
1,743,502
+64,996
47
$91M 0.53%
969,696
-46,871
48
$88.6M 0.52%
2,055,564
+77,534
49
$88.2M 0.52%
374,249
-58,643
50
$88.2M 0.52%
1,994,585
-79,227
1
2
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