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
476
$1.53M 0.01%
+53,506
477
$1.53M 0.01%
+17,991
478
$1.53M 0.01%
+34,598
479
$1.53M 0.01%
+31,504
480
$1.53M 0.01%
38,200
+20,136
481
$1.53M 0.01%
25,461
-3,069
482
$1.52M 0.01%
+25,474
483
$1.52M 0.01%
+28,173
484
$1.51M 0.01%
16,431
+5,555
485
$1.5M 0.01%
15,000
+3,100
486
$1.49M 0.01%
+45,826
487
$1.47M 0.01%
28,684
+396
488
$1.47M 0.01%
44,200
489
$1.47M 0.01%
+9,943
490
$1.46M 0.01%
83,868
-39,100
491
$1.44M 0.01%
43,639
+14,030
492
$1.44M 0.01%
34,090
+11,195
493
$1.44M 0.01%
+185,584
494
$1.42M 0.01%
148,934
+51,734
495
$1.41M 0.01%
114,048
+8,560
496
$1.4M 0.01%
35,100
+9,300
497
$1.4M 0.01%
+20,770
498
$1.39M 0.01%
7,500
-600
499
$1.38M 0.01%
38,400
+5,900
500
$1.38M 0.01%
34,300
+8,000
18 19
20
21 22