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
476
$765K ﹤0.01%
21,256
+9,749
477
$756K ﹤0.01%
4,920
478
$743K ﹤0.01%
11,340
-84,892
479
$739K ﹤0.01%
+50,000
480
$723K ﹤0.01%
+20,139
481
$717K ﹤0.01%
35,000
482
$716K ﹤0.01%
32,046
-2,900
483
$705K ﹤0.01%
17,826
-1,072
484
$692K ﹤0.01%
8,589
-12,884
485
$681K ﹤0.01%
+550
486
$669K ﹤0.01%
+45,000
487
$669K ﹤0.01%
+10,366
488
$661K ﹤0.01%
12,912
489
$659K ﹤0.01%
18,188
-680,756
490
$656K ﹤0.01%
3,997
+62
491
$649K ﹤0.01%
8,210
+156
492
$644K ﹤0.01%
50,000
493
$639K ﹤0.01%
11,888
-4,898
494
$628K ﹤0.01%
9,429
-3,815
495
$616K ﹤0.01%
6,452
+30
496
$612K ﹤0.01%
4,819
497
$610K ﹤0.01%
+19,500
498
$610K ﹤0.01%
15,000
499
$606K ﹤0.01%
12,823
-1,941
500
$603K ﹤0.01%
5,869
+952
18 19
20
21 22